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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Plan Group Financial's SHY Position: Q1 2026 in Review

Plan Group Financial increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 38% in Q1 2026, buying an estimated $846K and bringing the position to 37,285 shares worth $3.08M. The position accounts for 0.72% of the portfolio, ranked #44.

Plan Group Financial first reported a position in SHY in Q2 2022 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Plan Group Financial held 37,285 shares of iShares 1-3 Year Treasury Bond ETF worth $3.08M as of Q1 2026.
Plan Group Financial bought 10,217 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $846K.
iShares 1-3 Year Treasury Bond ETF made up 0.72% of Plan Group Financial's portfolio in Q1 2026, its #44 holding.
Plan Group Financial first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and has held it in 12 quarters since.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.