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 Q3	$516K	Buy	4,676 +686	+17%	+$75.6K	0.12%	73
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

White Lighthouse Investment Management Bedford, Massachusetts $829M AUM 12.48% 1-Year Est. Return

Able Wealth Management Toms River, New Jersey $455M AUM 13.53% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 12.91% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

Intergy Private Wealth's SHV Position: Q3 2026 in Review

Intergy Private Wealth increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 17% in Q3 2026, buying an estimated $75.6K and bringing the position to 4,676 shares worth $516K. The position accounts for 0.12% of the portfolio, ranked #73.

Intergy Private Wealth first reported a position in SHV in Q3 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SHV as of Q3 2026.

Intergy Private Wealth held 4,676 shares of iShares 0-1 Year Treasury Bond ETF worth $516K as of Q3 2026.
Intergy Private Wealth bought 686 iShares 0-1 Year Treasury Bond ETF shares in Q3 2026, an estimated $75.6K.
iShares 0-1 Year Treasury Bond ETF made up 0.12% of Intergy Private Wealth's portfolio in Q3 2026, its #73 holding.
Intergy Private Wealth first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and has held it in 13 quarters since.
195 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.