Integrity Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Integrity Financial’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	–	Sell	-5	Closed	-$414	–	310
2025 Q2	$414	Hold	5	–	–	﹤0.01%	293
2025 Q1	$414	Hold	5	–	–	﹤0.01%	275
2024 Q4	$410	Hold	5	–	–	﹤0.01%	246
2024 Q3	$416	Hold	5	–	–	﹤0.01%	217
2024 Q2	$408	Sell	5 -15	-75%	-$1.22K	﹤0.01%	217
2024 Q1	$1.64K	Hold	20	–	–	﹤0.01%	204
2023 Q4	$1.64K	Hold	20	–	–	﹤0.01%	191
2023 Q3	$1.62K	Hold	20	–	–	﹤0.01%	218
2023 Q2	$1.62K	Hold	20	–	–	﹤0.01%	199
2023 Q1	$1.64K	Hold	20	–	–	﹤0.01%	201
2022 Q4	$1.62K	Hold	20	–	–	﹤0.01%	199
2022 Q3	$2K	Hold	20	–	–	﹤0.01%	189
2022 Q2	$2K	Hold	20	–	–	﹤0.01%	198
2022 Q1	$2K	Hold	20	–	–	﹤0.01%	202
2021 Q4	$2K	Buy	+20	New	+$1.72K	﹤0.01%	205

Other funds holding SHY

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

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

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

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

Integrity Financial's SHY Position: Q3 2025 in Review

Integrity Financial sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 5 shares — an estimated $414 sold.

Integrity Financial first reported a position in SHY in Q4 2021 and held it in 15 quarters. The position peaked at $2K in Q3 2022. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

Integrity Financial reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
Integrity Financial sold 5 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $414.
Integrity Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 15 quarters.
Integrity Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $2K in Q3 2022.
1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Integrity Financial's 13F filing for Q3 2025, filed 6 Nov 2025.