Action Point Financial Planning’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Action Point Financial Planning’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	+27,983	New	+$2.3M	0.23%	95

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Action Point Financial Planning's SHY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 27,983 shares worth $2.3M. The stake represents 0.23% of the portfolio and ranks #95 among its holdings.

1,204 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Action Point Financial Planning held 27,983 shares of iShares 1-3 Year Treasury Bond ETF worth $2.3M as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.23% of Action Point Financial Planning's portfolio in Q2 2026, its #95 holding.
1,204 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.