Intergy Private Wealth’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Intergy Private Wealth’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$440K	Sell	3,990 -189	-5%	-$20.8K	0.1%	78
2026 Q1	$461K	Buy	4,179 +105	+3%	+$11.6K	0.14%	68
2025 Q4	$449K	Buy	4,074 +35	+0.9%	+$3.86K	0.14%	71
2025 Q3	$446K	Buy	4,039 +48	+1%	+$5.29K	0.14%	68
2025 Q2	$441K	Buy	3,991 +525	+15%	+$57.9K	0.15%	65
2025 Q1	$383K	Buy	3,466 +121	+4%	+$13.3K	0.15%	66
2024 Q4	$368K	Buy	3,345 +22	+0.7%	+$2.43K	0.14%	68
2024 Q3	$368K	Buy	3,323 +280	+9%	+$30.9K	0.14%	67
2024 Q2	$336K	Buy	3,043 +475	+18%	+$52.4K	0.14%	67
2024 Q1	$284K	Hold	2,568	–	–	0.12%	71
2023 Q4	$283K	Buy	2,568 +50	+2%	+$5.51K	0.12%	67
2023 Q3	$278K	Buy	+2,518	New	+$278K	0.14%	63

Other funds holding SHV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return

SCI

Stableford Capital II Scottsdale, Arizona $289M AUM 20.84% 1-Year Est. Return

CAG

Cypress Advisory Group Scottsdale, Arizona $129M AUM 10.74% 1-Year Est. Return

Intergy Private Wealth's SHV Position: Q2 2026 in Review

Intergy Private Wealth reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 4.5% in Q2 2026, selling an estimated $20.8K and leaving 3,990 shares worth $440K. The position accounts for 0.1% of the portfolio, ranked #78.

Intergy Private Wealth first reported a position in SHV in Q3 2023 and has held it in 12 quarters since. The position peaked at $461K in Q1 2026. 141 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Intergy Private Wealth held 3,990 shares of iShares 0-1 Year Treasury Bond ETF worth $440K as of Q2 2026.
Intergy Private Wealth sold 189 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $20.8K.
iShares 0-1 Year Treasury Bond ETF made up 0.1% of Intergy Private Wealth's portfolio in Q2 2026, its #78 holding.
Intergy Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Intergy Private Wealth's iShares 0-1 Year Treasury Bond ETF position peaked at $461K in Q1 2026.
141 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.