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

Center for 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 Q1	–	Sell	-50	Closed	-$4.14K	–	714
2025 Q4	$4.14K	Buy	+50	New	+$4.14K	﹤0.01%	572
2023 Q3	–	Sell	-324	Closed	-$26.3K	–	570
2023 Q2	$26.3K	Buy	+324	New	+$26.5K	0.01%	301
2022 Q1	–	Sell	-74	Closed	-$6K	–	572
2021 Q4	$6K	Buy	+74	New	+$6.35K	﹤0.01%	423
2021 Q3	–	Sell	-19	Closed	-$2K	–	524
2021 Q2	$2K	Buy	+19	New	+$1.64K	﹤0.01%	462
2020 Q2	–	Sell	-189	Closed	-$16K	–	557
2020 Q1	$16K	Buy	+189	New	+$16.1K	0.01%	276

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Center for Financial Planning's SHY Position: Q1 2026 in Review

Center for Financial Planning sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 50 shares — an estimated $4.14K sold.

Center for Financial Planning first reported a position in SHY in Q1 2020 and held it in 5 quarters. The position peaked at $26.3K in Q2 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Center for Financial Planning reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 50 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.14K.
Center for Financial Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 5 quarters.
Center for Financial Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $26.3K in Q2 2023.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.