DF
SHY icon

Donoghue Forlines’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Donoghue Forlines’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 		– Sell
-84,477
Closed -$6.98M – 151
2026
Q1 		$6.98M Buy
+84,477
New +$6.99M 1.93% 4
2023
Q3 		– Sell
-58,288
Closed -$4.73M – 282
2023
Q2 		$4.73M Sell
58,288
-118,961
-67% -$9.73M 1.48% 11
2023
Q1 		$14.6M Buy
177,249
+54,975
+45% +$4.48M 5.24% 2
2022
Q4 		$9.92M Sell
122,274
-260,645
-68% -$21.1M 3.51% 2
2022
Q3 		$31.1M Buy
382,919
+183,799
+92% +$15.1M 11.22% 1
2022
Q2 		$16.5M Buy
199,120
+76,323
+62% +$6.33M 4.31% 4
2022
Q1 		$10.2M Buy
+122,797
New +$10.4M 2.22% 7
2020
Q4 		– Sell
-101,939
Closed -$8.82M – 290
2020
Q3 		$8.82M Sell
101,939
-404,458
-80% -$35M 2.42% 10
2020
Q2 		$43.9M Sell
506,397
-426,851
-46% -$37M 11.44% 2
2020
Q1 		$80.9M Buy
+933,248
New +$79.7M 18.24% 2
2019
Q4 		– Sell
-72,750
Closed -$6.17M – 200
2019
Q3 		$6.17M Sell
72,750
-4,459
-6% -$378K 0.88% 13
2019
Q2 		$6.55M Sell
77,209
-2,583,268
-97% -$218M 0.77% 46
2019
Q1 		$224M Sell
2,660,477
-1,466,335
-36% -$123M 22.26% 1
2018
Q4 		$345M Buy
4,126,812
+4,045,454
+4,972% +$336M 30.99% 1
2018
Q3 		$6.76M Sell
81,358
-279,105
-77% -$23.2M 0.53% 67
2018
Q2 		$30.1M Sell
360,463
-342,024
-49% -$28.5M 2.48% 1
2018
Q1 		$58.7M Buy
+702,487
New +$58.7M 5.09% 1
2017
Q4 		– Sell
-272,278
Closed -$23M – 146
2017
Q3 		$23M Sell
272,278
-91,692
-25% -$7.75M 2.42% 1
2017
Q2 		$30.8M Buy
+363,970
New +$30.8M 3.49% 1

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Donoghue Forlines's SHY Position: Q2 2026 in Review

Donoghue Forlines sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 84,477 shares — an estimated $6.98M sold.

Donoghue Forlines first reported a position in SHY in Q2 2017 and held it in 19 quarters. The position peaked at $345M in Q4 2018. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Donoghue Forlines reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Donoghue Forlines sold 84,477 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.98M.
  • Donoghue Forlines first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and held it in 19 quarters.
  • Donoghue Forlines's iShares 1-3 Year Treasury Bond ETF position peaked at $345M in Q4 2018.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Donoghue Forlines's 13F filing for Q2 2026, filed 7 Aug 2026.