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.
| 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 |
| 2024 Q4 | ADDED | 2,454,066 | +2,405,880 | +4992.9% | 1.31% | $201.8M | $78.46 |
| 2024 Q3 | REDUCED | 48,186 | -445 | -0.9% | 1.64% | $4.0M | $78.53 |
| 2024 Q2 | REDUCED | 48,631 | -6,165 | -11.3% | 1.75% | $4.0M | $76.34 |
| 2024 Q1 | UNCHANGED | 54,796 | — | 0% | 2.25% | $4.5M | $75.71 |
| 2023 Q4 | REDUCED | 54,796 | -1,708 | -3.0% | 2.27% | $4.5M | $75.51 |
| 2023 Q3 | REDUCED | 56,504 | -4,275 | -7.0% | 2.53% | $4.6M | $73.66 |
As of 2025 Q4 — sorted by position size