Forte Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Forte Asset Management’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
2025 Q4	–	Sell	-5,100	Closed	-$423K	–	75
2025 Q3	$423K	Hold	5,100	–	–	0.2%	61
2025 Q2	$423K	Hold	5,100	–	–	0.22%	58
2025 Q1	$422K	Hold	5,100	–	–	0.21%	57
2024 Q4	$418K	Hold	5,100	–	–	0.22%	54
2024 Q3	$424K	Hold	5,100	–	–	0.23%	54
2024 Q2	$416K	Buy	5,100 +1,100	+28%	+$89.5K	0.25%	51
2024 Q1	$327K	Buy	+4,000	New	+$327K	0.2%	51
2023 Q1	–	Sell	-16,630	Closed	-$1.35M	–	64
2022 Q4	$1.35M	Hold	16,630	–	–	0.88%	36
2022 Q3	$1.35M	Hold	16,630	–	–	0.9%	36
2022 Q2	$1.38M	Buy	+16,630	New	+$1.38M	0.95%	34

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Forte Asset Management's SHY Position: Q4 2025 in Review

Forte Asset Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2025, closing a stake of 5,100 shares — an estimated $423K sold.

Forte Asset Management first reported a position in SHY in Q2 2022 and held it in 10 quarters. The position peaked at $1.38M in Q2 2022. 1,206 funds tracked by Wall St. Rank hold SHY as of Q4 2025.

Forte Asset Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Forte Asset Management sold 5,100 iShares 1-3 Year Treasury Bond ETF shares in Q4 2025, an estimated $423K.
Forte Asset Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2022 and held it in 10 quarters.
Forte Asset Management's iShares 1-3 Year Treasury Bond ETF position peaked at $1.38M in Q2 2022.
1,206 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2025.

Based on Forte Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.