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

Planning Alternatives’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	-4,033	Closed	-$347K	–	48
2021 Q3	$347K	Hold	4,033	–	–	0.06%	36
2021 Q2	$347K	Sell	4,033 -104	-3%	-$8.97K	0.06%	35
2021 Q1	$357K	Buy	4,137 +104	+3%	+$8.98K	0.06%	36
2020 Q4	$348K	Hold	4,033	–	–	0.06%	35
2020 Q3	$349K	Hold	4,033	–	–	0.07%	36
2020 Q2	$349K	Hold	4,033	–	–	0.07%	35
2020 Q1	$350K	Buy	+4,033	New	+$344K	0.08%	35

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

Planning Alternatives's SHY Position: Q4 2021 in Review

Planning Alternatives sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2021, closing a stake of 4,033 shares — an estimated $347K sold.

Planning Alternatives first reported a position in SHY in Q1 2020 and held it in 7 quarters. The position peaked at $357K in Q1 2021. 913 funds tracked by Wall St. Rank hold SHY as of Q4 2021.

Planning Alternatives reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Planning Alternatives sold 4,033 iShares 1-3 Year Treasury Bond ETF shares in Q4 2021, an estimated $347K.
Planning Alternatives first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and held it in 7 quarters.
Planning Alternatives's iShares 1-3 Year Treasury Bond ETF position peaked at $357K in Q1 2021.
913 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2021.

Based on Planning Alternatives's 13F filing for Q4 2021, filed 25 Jan 2022.