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Forefront Analytics’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Forefront Analytics’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
2018
Q2 		– Sell
-6,029
Closed -$504K – 53
2018
Q1 		$504K Buy
6,029
+78
+1% +$6.52K 0.28% 42
2017
Q4 		$499K Buy
+5,951
New +$501K 0.3% 42

Other funds holding SHY

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.25B AUM 45.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Forefront Analytics's SHY Position: Q2 2018 in Review

Forefront Analytics sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2018, closing a stake of 6,029 shares — an estimated $504K sold.

Forefront Analytics first reported a position in SHY in Q4 2017 and held it in 2 quarters. The position peaked at $504K in Q1 2018. 534 funds tracked by Wall St. Rank hold SHY as of Q2 2018.

  • Forefront Analytics reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Forefront Analytics sold 6,029 iShares 1-3 Year Treasury Bond ETF shares in Q2 2018, an estimated $504K.
  • Forefront Analytics first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • Forefront Analytics's iShares 1-3 Year Treasury Bond ETF position peaked at $504K in Q1 2018.
  • 534 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2018.

Based on Forefront Analytics's 13F filing for Q2 2018, filed 19 Nov 2018.