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American Planning Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

American Planning Services’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
2023
Q1 		– Sell
-3,900
Closed -$317K – 33
2022
Q4 		$317K Buy
3,900
+3,896
+97,400% +$316K 0.32% 19
2022
Q3 		$300 Buy
+4
New +$329 0.37% 18

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American Planning Services's SHY Position: Q1 2023 in Review

American Planning Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2023, closing a stake of 3,900 shares — an estimated $317K sold.

American Planning Services first reported a position in SHY in Q3 2022 and held it in 2 quarters. The position peaked at $317K in Q4 2022. 1,106 funds tracked by Wall St. Rank hold SHY as of Q1 2023.

  • American Planning Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • American Planning Services sold 3,900 iShares 1-3 Year Treasury Bond ETF shares in Q1 2023, an estimated $317K.
  • American Planning Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • American Planning Services's iShares 1-3 Year Treasury Bond ETF position peaked at $317K in Q4 2022.
  • 1,106 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2023.

Based on American Planning Services's 13F filing for Q1 2023, filed 8 May 2023.