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Planning Strategies Inc.’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Planning Strategies Inc.’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
Q2 		$25.6K Buy
+312
New +$25.7K 0.02% 217

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

Planning Strategies Inc. opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 312 shares worth $25.6K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings.

487 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Planning Strategies Inc. held 312 shares of iShares 1-3 Year Treasury Bond ETF worth $25.6K as of Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #217 holding.
  • 487 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

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