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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ridgewood Investments's SHV Position: Q2 2026 in Review

Ridgewood Investments reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 2.7% in Q2 2026, selling an estimated $110K and leaving 36,318 shares worth $4.01M. The position accounts for 1.5% of the portfolio, ranked #10.

Ridgewood Investments first reported a position in SHV in Q2 2023 and has held it in 12 quarters since. The position peaked at $7.7M in Q4 2023. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Ridgewood Investments held 36,318 shares of iShares 0-1 Year Treasury Bond ETF worth $4.01M as of Q2 2026.
Ridgewood Investments sold 997 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $110K.
iShares 0-1 Year Treasury Bond ETF made up 1.5% of Ridgewood Investments's portfolio in Q2 2026, its #10 holding.
Ridgewood Investments first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Ridgewood Investments's iShares 0-1 Year Treasury Bond ETF position peaked at $7.7M in Q4 2023.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.