Intergy Private Wealth’s iShares Short 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
2025 Q3	$446K	Buy
2025 Q2	$441K	Buy
2025 Q1	$383K	Buy
2024 Q4	$368K	Buy
2024 Q3	$368K	Buy
2024 Q2	$336K	Buy
2024 Q1	$284K	Hold
2023 Q4	$283K	Buy
2023 Q3	$278K	Buy