WealthPLAN Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-673	Closed	-$54.6K	–	1019
2023 Q2	$54.6K	Buy	673 +39	+6%	+$3.19K	0.01%	490
2023 Q1	$52.1K	Sell	634 -4,912	-89%	-$400K	0.01%	545
2022 Q4	$450K	Buy	+5,546	New	+$450K	0.03%	268
2020 Q3	–	Sell	-2,403	Closed	-$208K	–	331
2020 Q2	$208K	Sell	2,403 -852	-26%	-$73.8K	0.02%	283
2020 Q1	$281K	Buy	+3,255	New	+$278K	0.04%	206
2019 Q3	–	Sell	-2,990	Closed	-$254K	–	247
2019 Q2	$254K	Buy	+2,990	New	+$252K	0.04%	203
2016 Q3	$15.2K	Sell	179 -179	-50%	-$15.2K	﹤0.01%	532
2016 Q2	$15.3K	Buy	+358	New	+$30.4K	﹤0.01%	1548

Other funds holding SHY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthPLAN Partners's SHY Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2023, closing a stake of 673 shares — an estimated $54.6K sold.

WealthPLAN Partners first reported a position in SHY in Q2 2016 and held it in 8 quarters. The position peaked at $450K in Q4 2022. 1,068 funds tracked by Wall St. Rank hold SHY as of Q3 2023.

WealthPLAN Partners reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 673 iShares 1-3 Year Treasury Bond ETF shares in Q3 2023, an estimated $54.6K.
WealthPLAN Partners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2016 and held it in 8 quarters.
WealthPLAN Partners's iShares 1-3 Year Treasury Bond ETF position peaked at $450K in Q4 2022.
1,068 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.