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Spectrum Planning & Advisory Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Spectrum Planning & Advisory Services’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
Q1 		– Sell
-7,903
Closed -$655K – 123
2025
Q4 		$655K Buy
+7,903
New +$655K 0.34% 50

Other funds holding SHY

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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Planning & Advisory Services's SHY Position: Q1 2026 in Review

Spectrum Planning & Advisory Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 7,903 shares — an estimated $655K sold.

Spectrum Planning & Advisory Services first reported a position in SHY in Q4 2025 and held it in 1 quarter. The position peaked at $655K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Spectrum Planning & Advisory Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 7,903 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $655K.
  • Spectrum Planning & Advisory Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • Spectrum Planning & Advisory Services's iShares 1-3 Year Treasury Bond ETF position peaked at $655K in Q4 2025.
  • 1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.