RI
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Ridgewood Investments’s iShares Short Treasury Bond ETF SHV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.36M Sell
48,573
-5,911
-11% -$653K 2.32% 2
2025
Q1
$6.02M Sell
54,484
-11,374
-17% -$1.26M 2.81% 2
2024
Q4
$7.25M Buy
65,858
+1,314
+2% +$145K 3.5% 2
2024
Q3
$7.14M Buy
64,544
+412
+0.6% +$45.6K 3.56% 2
2024
Q2
$7.09M Sell
64,132
-4,136
-6% -$457K 3.55% 2
2024
Q1
$7.55M Sell
68,268
-1,633
-2% -$181K 3.99% 2
2023
Q4
$7.7M Buy
69,901
+21,858
+45% +$2.41M 4.55% 2
2023
Q3
$5.31M Buy
48,043
+42,532
+772% +$4.7M 3.48% 2
2023
Q2
$609K Buy
+5,511
New +$609K 0.35% 87