BFC Planning, Inc.’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

BFC Planning, Inc.’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	$1.1M	Buy	13,413 +69	+0.5%	+$5.67K	0.04%	372
2026 Q1	$1.1M	Buy	13,344 +1,666	+14%	+$138K	0.05%	344
2025 Q4	$967K	Buy	11,678 +445	+4%	+$36.9K	0.04%	375
2025 Q3	$932K	Buy	11,233 +234	+2%	+$19.4K	0.07%	250
2025 Q2	$911K	Sell	10,999 -2,632	-19%	-$217K	0.07%	239
2025 Q1	$1.13M	Sell	13,631 -704	-5%	-$57.9K	0.1%	182
2024 Q4	$1.18M	Buy	+14,335	New	+$1.18M	0.1%	181

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 $608B AUM 32.77% 1-Year Est. Return

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

BFC Planning, Inc.'s SHY Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.52% in Q2 2026, buying an estimated $5.67K and bringing the position to 13,413 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #372.

BFC Planning, Inc. first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2024. 1,219 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

BFC Planning, Inc. held 13,413 shares of iShares 1-3 Year Treasury Bond ETF worth $1.1M as of Q2 2026.
BFC Planning, Inc. bought 69 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.67K.
iShares 1-3 Year Treasury Bond ETF made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #372 holding.
BFC Planning, Inc. first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares 1-3 Year Treasury Bond ETF position peaked at $1.18M in Q4 2024.
1,219 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.