Ridgewood Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Ridgewood Investments’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$252K	Hold	3,038	–	–	0.11%	191
2025 Q2	$252K	Sell	3,038 -229	-7%	-$18.9K	0.11%	180
2025 Q1	$270K	Hold	3,267	–	–	0.13%	160
2024 Q4	$268K	Buy	3,267 +775	+31%	+$63.7K	0.13%	153
2024 Q3	$207K	Buy	2,492 +484	+24%	+$39.9K	0.1%	166
2024 Q2	$164K	Sell	2,008 -775	-28%	-$63.1K	0.08%	192
2024 Q1	$228K	Buy	+2,783	New	+$228K	0.12%	169
2023 Q3	–	Sell	-1,472	Closed	-$119K	–	649
2023 Q2	$119K	Hold	1,472	–	–	0.07%	223
2023 Q1	$121K	Buy	+1,472	New	+$120K	0.07%	234
2020 Q1	–	Sell	-2,366	Closed	-$200K	–	191
2019 Q4	$200K	Buy	+2,366	New	+$200K	0.14%	176

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ridgewood Investments's SHY Position: Q3 2025 in Review

Ridgewood Investments held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2025 at 3,038 shares worth $252K. The position accounts for 0.11% of the portfolio, ranked #191.

Ridgewood Investments first reported a position in SHY in Q4 2019 and has held it in 10 quarters since. The position peaked at $270K in Q1 2025. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Ridgewood Investments held 3,038 shares of iShares 1-3 Year Treasury Bond ETF worth $252K as of Q3 2025.
Ridgewood Investments left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Ridgewood Investments's portfolio in Q3 2025, its #191 holding.
Ridgewood Investments first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 10 quarters since.
Ridgewood Investments's iShares 1-3 Year Treasury Bond ETF position peaked at $270K in Q1 2025.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.