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

Planning Strategies’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 Q2	$25.6K	Buy	+312	New	+$25.7K	0.02%	217

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Planning Strategies's SHY Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 312 shares worth $25.6K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

1,160 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Planning Strategies held 312 shares of iShares 1-3 Year Treasury Bond ETF worth $25.6K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Planning Strategies position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Planning Strategies's portfolio in Q2 2026, its #217 holding.
1,160 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.