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Planning Capital Management Corporation’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$3.47K Hold
42
– – ﹤0.01% 548
2024
Q2 		$3.4K Hold
42
– – ﹤0.01% 492
2024
Q1 		$3.41K Hold
42
– – ﹤0.01% 518
2023
Q4 		$3.42K Buy
+42
New +$3.41K ﹤0.01% 523

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CAPTRUST Financial Advisors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Planning Capital Management Corporation's SHY Position: Q3 2024 in Review

Planning Capital Management Corporation held its iShares 1-3 Year Treasury Bond ETF (SHY) position steady in Q3 2024 at 42 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Planning Capital Management Corporation first reported a position in SHY in Q4 2023 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold SHY as of Q3 2024.

  • Planning Capital Management Corporation held 42 shares of iShares 1-3 Year Treasury Bond ETF worth $3.47K as of Q3 2024.
  • Planning Capital Management Corporation left its iShares 1-3 Year Treasury Bond ETF share count unchanged in Q3 2024.
  • iShares 1-3 Year Treasury Bond ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #548 holding.
  • Planning Capital Management Corporation first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,098 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.