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

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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