Ridgewood Investments’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
3,038
-229
| -7% | -$19K | 0.11% | 180 |
|
|
2025
Q1 | $270K | Hold |
3,267
| – | – | 0.13% | 160 |
|
|
2024
Q4 | $268K | Buy |
3,267
+775
| +31% | +$63.5K | 0.13% | 153 |
|
|
2024
Q3 | $207K | Buy |
2,492
+484
| +24% | +$40.2K | 0.1% | 166 |
|
|
2024
Q2 | $164K | Sell |
2,008
-775
| -28% | -$63.3K | 0.08% | 192 |
|
|
2024
Q1 | $228K | Buy |
+2,783
| New | +$228K | 0.12% | 169 |
|
|
2023
Q3 | – | Sell |
-1,472
| Closed | -$119K | – | 644 |
|
|
2023
Q2 | $119K | Hold |
1,472
| – | – | 0.07% | 223 |
|
|
2023
Q1 | $121K | Buy |
+1,472
| New | +$121K | 0.07% | 234 |
|
|
2020
Q1 | – | Sell |
-2,366
| Closed | -$200K | – | 188 |
|
|
2019
Q4 | $200K | Buy |
+2,366
| New | +$200K | 0.14% | 176 |
|