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Forum Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Forum Financial 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
2022
Q1 		– Sell
-3,189
Closed -$273K – 671
2021
Q4 		$273K Buy
+3,189
New +$274K 0.01% 462

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return
PI
PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

Forum Financial Management's SHY Position: Q1 2022 in Review

Forum Financial Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 3,189 shares — an estimated $273K sold.

Forum Financial Management first reported a position in SHY in Q4 2021 and held it in 1 quarter. The position peaked at $273K in Q4 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Forum Financial Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 3,189 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $273K.
  • Forum Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $273K in Q4 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.