RI
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 |
|