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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

Tip: Access up to 7 years of quarterly data

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
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)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Markel Corporation (MKL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Alphabet Cap Stk Cl A (GOOGL)
Qualcomm (QCOM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
3M Company (MMM)
Henry Schein (HSIC)

View all positions for Ridgewood Investments

Top funds holding iShares Lehman Short Treasury Bond

Wells Fargo & Company
Bank of America Corporation
Jpmorgan Chase & Co
Betterment
UBS Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of Nova Scotia
Anchor Capital Advisors
Goldman Sachs Group
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
Advisor Group Holdings
Bp Wealth Management
GM Advisory

View all funds holding iShares Lehman Short Treasury Bond