Spartan Planning & Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Spartan Planning & Wealth Management’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
2025 Q4	–	Sell	-18,480	Closed	-$1.53M	–	90
2025 Q3	$1.53M	Sell	18,480 -37,718	-67%	-$3.12M	1.2%	21
2025 Q2	$4.66M	Sell	56,198 -52,759	-48%	-$4.36M	3.99%	7
2025 Q1	$9.01M	Buy	+108,957	New	+$8.96M	8.74%	1
2023 Q4	$4.17M	Buy	50,828 +50,824	+1,270,600%	+$4.13M	4.44%	7
2023 Q3	$324	Buy	+4	New	+$324	﹤0.01%	131
2022 Q4	$325	Hold	4	–	–	﹤0.01%	143
2022 Q3	$0	Sell	4 -16,070	-100%	-$1.32M	﹤0.01%	113
2022 Q2	$1.33M	Buy	16,074 +15,499	+2,695%	+$1.29M	1.78%	7
2022 Q1	$48K	Buy	+575	New	+$48.6K	0.06%	87

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spartan Planning & Wealth Management's SHY Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 18,480 shares — an estimated $1.53M sold.

Spartan Planning & Wealth Management first reported a position in SHY in Q1 2022 and held it in 9 quarters. The position peaked at $9.01M in Q1 2025. 1,203 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 18,480 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.53M.
Spartan Planning & Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 9 quarters.
Spartan Planning & Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $9.01M in Q1 2025.
1,203 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.