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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
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 $1.66T AUM 25.57% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Donoghue Forlines's SHY Position: Q1 2026 in Review

Donoghue Forlines opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 84,477 shares worth $6.98M. The stake represents 1.93% of the portfolio and ranks #4 among its holdings. This is a return to the name: Donoghue Forlines previously reported a position in SHY as recently as Q2 2023.

Donoghue Forlines first reported a position in SHY in Q2 2017 and has held it in 19 quarters since. The position peaked at $345M in Q4 2018. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Donoghue Forlines held 84,477 shares of iShares 1-3 Year Treasury Bond ETF worth $6.98M as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Donoghue Forlines position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 1.93% of Donoghue Forlines's portfolio in Q1 2026, its #4 holding.
  • Donoghue Forlines first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2017 and has held it in 19 quarters since.
  • Donoghue Forlines's iShares 1-3 Year Treasury Bond ETF position peaked at $345M in Q4 2018.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Donoghue Forlines's 13F filing for Q1 2026, filed 13 May 2026.