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Compass Planning Associates’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Compass Planning Associates’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
2025
Q4 		– Sell
-2,446
Closed -$203K – 31
2025
Q3 		$203K Buy
2,446
+24
+1% +$1.99K 0.19% 29
2025
Q2 		$201K Buy
2,422
+19
+0.8% +$1.57K 0.18% 35
2025
Q1 		$199K Sell
2,403
-9,895
-80% -$814K 0.2% 35
2024
Q4 		$1.01M Buy
+12,298
New +$1.01M 1.02% 10

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Planning Associates's SHY Position: Q4 2025 in Review

Compass Planning Associates sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 2,446 shares — an estimated $203K sold.

Compass Planning Associates first reported a position in SHY in Q4 2024 and held it in 4 quarters. The position peaked at $1.01M in Q4 2024. 1,206 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

  • Compass Planning Associates reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Compass Planning Associates sold 2,446 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $203K.
  • Compass Planning Associates first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 4 quarters.
  • Compass Planning Associates's iShares 1-3 Year Treasury Bond ETF position peaked at $1.01M in Q4 2024.
  • 1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Compass Planning Associates's 13F filing for Q4 2025, filed 22 Jan 2026.