Planning Strategies Inc.’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Planning Strategies Inc.’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.4K	Buy	+221	New	+$24.4K	0.02%	221

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Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

Planning Strategies Inc.'s SHV Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2026: 221 shares worth $24.4K. The stake represents 0.02% of the portfolio and ranks #221 among its holdings.

283 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Planning Strategies Inc. held 221 shares of iShares 0-1 Year Treasury Bond ETF worth $24.4K as of Q2 2026.
iShares 0-1 Year Treasury Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #221 holding.
283 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.