Intergy Private Wealth’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
3,991
+525
| +15% | +$58K | 0.15% | 65 |
|
|
2025
Q1 | $383K | Buy |
3,466
+121
| +4% | +$13.4K | 0.15% | 66 |
|
|
2024
Q4 | $368K | Buy |
3,345
+22
| +0.7% | +$2.42K | 0.14% | 68 |
|
|
2024
Q3 | $368K | Buy |
3,323
+280
| +9% | +$31K | 0.14% | 67 |
|
|
2024
Q2 | $336K | Buy |
3,043
+475
| +18% | +$52.5K | 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 |
|