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

Peak Planning Group’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
2021
Q4 		– Sell
-2,545
Closed -$219K – 84
2021
Q3 		$219K Buy
+2,545
New +$219K 0.19% 76
2021
Q1 		$3.45M Sell
39,978
-1,977
-5% -$171K 3.36% 7
2020
Q4 		$3.62M Sell
41,955
-18,407
-30% -$1.59M 4.12% 6
2020
Q3 		$5.22M Buy
+60,362
New +$5.22M 7.31% 4

Other funds holding SHY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Peak Planning Group's SHY Position: Q4 2021 in Review

Peak Planning Group sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 2,545 shares — an estimated $219K sold.

Peak Planning Group first reported a position in SHY in Q3 2020 and held it in 4 quarters. The position peaked at $5.22M in Q3 2020. 915 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

  • Peak Planning Group reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Peak Planning Group sold 2,545 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $219K.
  • Peak Planning Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 4 quarters.
  • Peak Planning Group's iShares 1-3 Year Treasury Bond ETF position peaked at $5.22M in Q3 2020.
  • 915 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Peak Planning Group's 13F filing for Q4 2021, filed 26 May 2026.