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

Sequent Planning’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	$2.69M	Buy	32,782 +1,712	+6%	+$141K	0.58%	44
2026 Q1	$2.57M	Buy	31,070 +749	+2%	+$62K	0.62%	39
2025 Q4	$2.51M	Buy	30,321 +2,226	+8%	+$185K	0.64%	39
2025 Q3	$2.33M	Sell	28,095 -40,746	-59%	-$3.37M	0.66%	39
2025 Q2	$5.7M	Buy	68,841 +3,033	+5%	+$250K	1.81%	12
2025 Q1	$5.44M	Buy	65,808 +6,825	+12%	+$561K	1.96%	9
2024 Q4	$4.84M	Sell	58,983 -5,613	-9%	-$461K	1.77%	14
2024 Q3	$5.37M	Sell	64,596 -10,023	-13%	-$827K	1.85%	10
2024 Q2	$6.07M	Sell	74,619 -275	-0.4%	-$22.4K	2.08%	9
2024 Q1	$6.12M	Buy	+74,894	New	+$6.13M	2.22%	7

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

Sequent Planning's SHY Position: Q2 2026 in Review

Sequent Planning increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.5% in Q2 2026, buying an estimated $141K and bringing the position to 32,782 shares worth $2.69M. The position accounts for 0.58% of the portfolio, ranked #44.

Sequent Planning first reported a position in SHY in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.12M in Q1 2024. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Sequent Planning held 32,782 shares of iShares 1-3 Year Treasury Bond ETF worth $2.69M as of Q2 2026.
Sequent Planning bought 1,712 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $141K.
iShares 1-3 Year Treasury Bond ETF made up 0.58% of Sequent Planning's portfolio in Q2 2026, its #44 holding.
Sequent Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $6.12M in Q1 2024.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.