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WR Wealth Planners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

WR Wealth Planners’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
2024
Q4 		$35.4K Sell
432
-305
-41% -$25.1K 0.01% 365
2024
Q3 		$61.3K Hold
737
– – 0.02% 314
2024
Q2 		$60.2K Sell
737
-3
-0.4% -$244 0.02% 307
2024
Q1 		$60.5K Buy
+740
New +$60.6K 0.02% 307
2023
Q4 		– Sell
-1,079
Closed -$87.4K – 742
2023
Q3 		$87.4K Buy
1,079
+377
+54% +$30.5K 0.03% 262
2023
Q2 		$56.9K Buy
702
+272
+63% +$22.2K 0.02% 303
2023
Q1 		$35.3K Buy
430
+424
+7,067% +$34.6K 0.02% 365
2022
Q4 		$487 Hold
6
– – ﹤0.01% 449
2022
Q3 		$487 Hold
6
– – ﹤0.01% 442
2022
Q2 		$497 Sell
6
-121
-95% -$10K ﹤0.01% 474
2022
Q1 		$10.6K Buy
+127
New +$10.7K 0.01% 291

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WR Wealth Planners's SHY Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 41% in Q4 2024, selling an estimated $25.1K and leaving 432 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #365.

WR Wealth Planners first reported a position in SHY in Q1 2022 and has held it in 11 quarters since. The position peaked at $87.4K in Q3 2023. 1,172 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • WR Wealth Planners held 432 shares of iShares 1-3 Year Treasury Bond ETF worth $35.4K as of Q4 2024.
  • WR Wealth Planners sold 305 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $25.1K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #365 holding.
  • WR Wealth Planners first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares 1-3 Year Treasury Bond ETF position peaked at $87.4K in Q3 2023.
  • 1,172 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.