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
2026 Q3	$3.05M	Sell	37,516 -1,886	-5%	-$154K	0.6%	55
2026 Q2	$3.24M	Buy	39,402 +2,117	+6%	+$174K	0.67%	48
2026 Q1	$3.08M	Buy	37,285 +10,217	+38%	+$846K	0.72%	44
2025 Q4	$2.24M	Buy	27,068 +2,085	+8%	+$173K	0.58%	52
2025 Q3	$2.07M	Buy	24,983 +2,802	+13%	+$232K	0.56%	62
2025 Q2	$1.84M	Buy	22,181 +1,672	+8%	+$138K	0.6%	52
2025 Q1	$1.7M	Buy	20,509 +2,252	+12%	+$185K	0.61%	43
2024 Q4	$1.5M	Buy	18,257 +1,172	+7%	+$96.3K	0.79%	25
2024 Q3	$1.42M	Buy	17,085 +5,071	+42%	+$418K	0.75%	26
2024 Q2	$981K	Buy	12,014 +200	+2%	+$16.3K	0.6%	35
2024 Q1	$966K	Buy	11,814 +1,993	+20%	+$163K	0.63%	34
2023 Q4	$806K	Sell	9,821 -1,827	-16%	-$149K	0.71%	32
2023 Q3	$943K	Buy	+11,648	New	+$943K	0.68%	27
2022 Q2	$1.74M	Buy	+21,042	New	+$1.75M	3%	10

Other funds holding SHY

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return

Plan Group Financial's SHY Position: Q3 2026 in Review

Plan Group Financial reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.8% in Q3 2026, selling an estimated $154K and leaving 37,516 shares worth $3.05M. The position accounts for 0.6% of the portfolio, ranked #55.

Plan Group Financial first reported a position in SHY in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.24M in Q2 2026. 417 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

Plan Group Financial held 37,516 shares of iShares 1-3 Year Treasury Bond ETF worth $3.05M as of Q3 2026.
Plan Group Financial sold 1,886 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $154K.
iShares 1-3 Year Treasury Bond ETF made up 0.6% of Plan Group Financial's portfolio in Q3 2026, its #55 holding.
Plan Group Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's iShares 1-3 Year Treasury Bond ETF position peaked at $3.24M in Q2 2026.
417 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.