ISHARES TR

Ticker: SHY CUSIP: 464287457 Class: ETF

Sequent Planning LLC's Holding History (CIK: 0002009724)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 30,321 Value ($000) $2,511 Avg Close Range
Q3 2025
Shares 28,095 Value ($000) $2,331 Avg Close Range
Q2 2025
Shares 68,841 Value ($000) $5,704 Avg Close Range
Q1 2025
Shares 65,808 Value ($000) $5,444 Avg Close Range
Q4 2024
Shares 58,983 Value ($000) $4,835 Avg Close Range
Q3 2024
Shares 64,596 Value ($000) $5,371 Avg Close Range
Q2 2024
Shares 74,619 Value ($000) $6,067 Avg Close Range
Q1 2024
Shares 74,894 Value ($000) $6,125 Avg Close Range