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

Essential 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 		$2.85M Sell
34,459
-1,673
-5% -$138K 0.9% 22
2025
Q4 		$2.99M Sell
36,132
-4,105
-10% -$340K 0.95% 23
2025
Q3 		$3.34M Sell
40,237
-1,310
-3% -$108K 1.15% 20
2025
Q2 		$3.44M Sell
41,547
-737
-2% -$60.8K 1.28% 17
2025
Q1 		$3.5M Sell
42,284
-2,411,782
-98% -$198M 1.41% 16
2024
Q4 		$202M Buy
2,454,066
+2,405,880
+4,993% +$198M 1.31% 14
2024
Q3 		$4.01M Sell
48,186
-445
-0.9% -$36.7K 1.64% 15
2024
Q2 		$3.97M Sell
48,631
-6,165
-11% -$502K 1.75% 14
2024
Q1 		$4.5M Hold
54,796
– – 2.25% 13
2023
Q4 		$4.5M Sell
54,796
-1,708
-3% -$139K 2.27% 12
2023
Q3 		$4.58M Sell
56,504
-4,275
-7% -$346K 2.53% 11
2023
Q2 		$4.91M Sell
60,779
-8,306
-12% -$679K 2.8% 9
2023
Q1 		$5.2M Sell
69,085
-10,955
-14% -$893K 3.15% 8
2022
Q4 		$6.03M Sell
80,040
-696
-0.9% -$56.5K 4.63% 6
2022
Q3 		$6.55M Buy
+80,736
New +$6.64M 37.83% 1

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Essential Planning's SHY Position: Q1 2026 in Review

Essential Planning reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.6% in Q1 2026, selling an estimated $138K and leaving 34,459 shares worth $2.85M. The position accounts for 0.9% of the portfolio, ranked #22.

Essential Planning first reported a position in SHY in Q3 2022 and has held it in 15 quarters since. The position peaked at $202M in Q4 2024. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Essential Planning held 34,459 shares of iShares 1-3 Year Treasury Bond ETF worth $2.85M as of Q1 2026.
  • Essential Planning sold 1,673 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $138K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.9% of Essential Planning's portfolio in Q1 2026, its #22 holding.
  • Essential Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 15 quarters since.
  • Essential Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $202M in Q4 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.