Retirement Planning Group (Kansas)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Retirement Planning Group (Kansas)’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	$479K	Sell	5,831 -2,593	-31%	-$213K	0.01%	338
2026 Q1	$696K	Buy	8,424 +4,423	+111%	+$366K	0.02%	243
2025 Q4	$331K	Buy	4,001 +900	+29%	+$74.6K	0.01%	318
2025 Q3	$257K	Sell	3,101 -137	-4%	-$11.3K	0.01%	352
2025 Q2	$268K	Sell	3,238 -1,064	-25%	-$87.8K	0.01%	273
2025 Q1	$356K	Buy	4,302 +19	+0.4%	+$1.56K	0.02%	232
2024 Q4	$351K	Buy	+4,283	New	+$352K	0.02%	220

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Retirement Planning Group (Kansas)'s SHY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 31% in Q2 2026, selling an estimated $213K and leaving 5,831 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #338.

Retirement Planning Group (Kansas) first reported a position in SHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $696K in Q1 2026. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Retirement Planning Group (Kansas) held 5,831 shares of iShares 1-3 Year Treasury Bond ETF worth $479K as of Q2 2026.
Retirement Planning Group (Kansas) sold 2,593 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $213K.
iShares 1-3 Year Treasury Bond ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #338 holding.
Retirement Planning Group (Kansas) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s iShares 1-3 Year Treasury Bond ETF position peaked at $696K in Q1 2026.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.