WealthPlan Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WealthPlan Investment 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 Q3	–	Sell	-5,113	Closed	-$424K	–	360
2025 Q2	$424K	Buy	5,113 +182	+4%	+$15K	0.03%	256
2025 Q1	$408K	Hold	4,931	–	–	0.04%	191
2024 Q4	$404K	Hold	4,931	–	–	0.04%	191
2024 Q3	$410K	Hold	4,931	–	–	0.04%	171
2024 Q2	$403K	Hold	4,931	–	–	0.06%	131
2024 Q1	$403K	Hold	4,931	–	–	0.06%	131
2023 Q4	$405K	Hold	4,931	–	–	0.06%	132
2023 Q3	$399K	Buy	+4,931	New	+$399K	0.07%	125
2023 Q2	–	Sell	-4,931	Closed	-$405K	–	449
2023 Q1	$405K	Sell	4,931 -615	-11%	-$50.1K	0.07%	127
2022 Q4	$451K	Buy	5,546 +56	+1%	+$4.54K	0.03%	268
2022 Q3	$447K	Buy	+5,490	New	+$452K	0.03%	256

Other funds holding SHY

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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

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

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

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

MMA

Mizuho Markets Americas New York $3.66B AUM 25.21% 1-Year Est. Return

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

WealthPlan Investment Management's SHY Position: Q3 2025 in Review

WealthPlan Investment Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 5,113 shares — an estimated $424K sold.

WealthPlan Investment Management first reported a position in SHY in Q3 2022 and held it in 11 quarters. The position peaked at $451K in Q4 2022. 1,155 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

WealthPlan Investment Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
WealthPlan Investment Management sold 5,113 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $424K.
WealthPlan Investment Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 11 quarters.
WealthPlan Investment Management's iShares 1-3 Year Treasury Bond ETF position peaked at $451K in Q4 2022.
1,155 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on WealthPlan Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.