SHY — ISHARES TR

Ownership history in Essential Planning, LLC.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in ISHARES TR (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
37.83% (2022 Q3)
Avg. % of fund
4.64%
First filed
2022 Q3
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,132 -4,105 -10.2% 0.95% $3.0M $82.35
2025 Q3 REDUCED 40,237 -1,310 -3.2% 1.15% $3.3M $81.48
2025 Q2 REDUCED 41,547 -737 -1.7% 1.28% $3.4M $80.60
2025 Q1 REDUCED 42,284 -2,411,782 -98.3% 1.41% $3.5M $79.69
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SHY price (monthly, adj. close)

Other funds also holding SHY

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 22.94% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.65% Birchcreek Wealth Management, LLC 3Y 11.57% Lake Hills Wealth Management, LLC 3Y 9.9% TFC Financial Management, Inc. 3Y 9.69% LWM ADVISORS INC 7.77% America First Investment Advisors, LLC 3Y 7Y 7.62% INSIGHT 2811, INC. 3Y 7Y 7.61% Kiker Wealth Management, LLC 6.28% Mizuho Markets Cayman LP 3Y 6.15%
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