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iShares Lehman Short Treasury Bond shares owned by Ridgewood Investments

Quarter-by-quarter ownership of iShares Lehman Short Treasury Bond (SHV) shares owned by Ridgewood Investments from 13F filings

Historical chart of Ridgewood Investments investment in iShares Lehman Short Treasury Bond

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All positions including iShares Lehman Short Treasury Bond held by Ridgewood Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Short Treasury Bond by Ridgewood Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.1M 65k 110.63
2024-06-30 $7.1M 64k 110.50
2024-03-31 $7.5M 68k 110.54
2023-12-31 $7.7M 70k 110.13
2023-09-30 $5.3M 48k 110.47
2023-06-30 $609k 5.5k 110.45

More positions owned by Ridgewood Investments

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Short Treas Bd (SHV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Markel Corporation (MKL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Medtronic SHS (MDT)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Smith & Nephew Spdn Adr New (SNN)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Ridgewood Investments

Top funds holding iShares Lehman Short Treasury Bond

Jpmorgan Chase & Co
BlackRock
BlackRock
Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Bank of Nova Scotia
LPL Financial
Banco Bilbao Vizcaya Argentaria
Alliancebernstein
Envestnet Asset Management
Wealthfront Advisers
Royal Bank of Canada
Divergent Wealth Advisors
Wealth Enhancement Advisory Services

View all funds holding iShares Lehman Short Treasury Bond