Plan Group Financial’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Plan Group Financial’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 Q3	$2.07M	Buy
2025 Q2	$1.84M	Buy
2025 Q1	$1.7M	Buy
2024 Q4	$1.5M	Buy
2024 Q3	$1.42M	Buy
2024 Q2	$981K	Buy
2024 Q1	$966K	Buy
2023 Q4	$806K	Sell
2023 Q3	$943K	Buy
2022 Q2	$1.74M	Buy