RI
SHV icon

Ridgewood Investments’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Ridgewood Investments’s Portfolio SHV Stock Details SHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.01M Sell
36,306
-12
-0% -$1.32K 1.48% 9
2026
Q2 		$4.01M Sell
36,318
-997
-3% -$110K 1.5% 10
2026
Q1 		$4.12M Buy
+37,315
New +$4.11M 1.68% 5
2025
Q3 		$4.84M Sell
43,779
-4,794
-10% -$529K 2.04% 4
2025
Q2 		$5.36M Sell
48,573
-5,911
-11% -$652K 2.32% 2
2025
Q1 		$6.02M Sell
54,484
-11,374
-17% -$1.25M 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% +$45.5K 3.56% 2
2024
Q2 		$7.09M Sell
64,132
-4,136
-6% -$456K 3.55% 2
2024
Q1 		$7.55M Sell
68,268
-1,633
-2% -$180K 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% +$4.69M 3.48% 2
2023
Q2 		$609K Buy
+5,511
New +$608K 0.35% 87

Other funds holding SHV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

Ridgewood Investments's SHV Position: Q3 2026 in Review

Ridgewood Investments reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 0.03% in Q3 2026, selling an estimated $1.32K and leaving 36,306 shares worth $4.01M. The position accounts for 1.48% of the portfolio, ranked #9.

Ridgewood Investments first reported a position in SHV in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.7M in Q4 2023. 39 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

  • Ridgewood Investments held 36,306 shares of iShares 0-1 Year Treasury Bond ETF worth $4.01M as of Q3 2026.
  • Ridgewood Investments sold 12 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.32K.
  • iShares 0-1 Year Treasury Bond ETF made up 1.48% of Ridgewood Investments's portfolio in Q3 2026, its #9 holding.
  • Ridgewood Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
  • Ridgewood Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $7.7M in Q4 2023.
  • 39 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.