XY Planning Network
SHY icon

XY Planning Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

XY Planning Network’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
Q3 		$815K Buy
10,040
+178
+2% +$14.6K 0.09% 179
2026
Q2 		$810K Hold
9,862
– – 0.1% 165
2026
Q1 		$812K Sell
9,862
-74
-0.7% -$6.13K 0.13% 148
2025
Q4 		$823K Buy
+9,936
New +$824K 0.14% 135

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
New Harbor Financial Group
New Harbor Financial Group Worcester, Massachusetts $669M AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's SHY Position: Q3 2026 in Review

XY Planning Network increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.8% in Q3 2026, buying an estimated $14.6K and bringing the position to 10,040 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #179.

XY Planning Network first reported a position in SHY in Q4 2025 and has held it in 4 quarters since. The position peaked at $823K in Q4 2025. 381 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • XY Planning Network held 10,040 shares of iShares 1-3 Year Treasury Bond ETF worth $815K as of Q3 2026.
  • XY Planning Network bought 178 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $14.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of XY Planning Network's portfolio in Q3 2026, its #179 holding.
  • XY Planning Network first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's iShares 1-3 Year Treasury Bond ETF position peaked at $823K in Q4 2025.
  • 381 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.