Forum Private Client Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Forum Private Client Group’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	$361K	Sell	4,401 -40	-0.9%	-$3.29K	0.11%	61
2026 Q1	$367K	Sell	4,441 -554	-11%	-$45.9K	0.12%	57
2025 Q4	$414K	Sell	4,995 -958	-16%	-$79.4K	0.14%	51
2025 Q3	$494K	Buy	5,953 +24	+0.4%	+$1.99K	0.18%	50
2025 Q2	$491K	Sell	5,929 -116	-2%	-$9.58K	0.19%	49
2025 Q1	$500K	Buy	6,045 +280	+5%	+$23K	0.22%	46
2024 Q4	$473K	Sell	5,765 -1	-0%	-$82	0.21%	47
2024 Q3	$479K	Sell	5,766 -1,096	-16%	-$90.4K	0.21%	43
2024 Q2	$560K	Sell	6,862 -1,403	-17%	-$114K	0.27%	41
2024 Q1	$676K	Sell	8,265 -7,145	-46%	-$585K	0.33%	39
2023 Q4	$1.26M	Buy	+15,410	New	+$1.25M	0.66%	30
2023 Q3	–	Sell	-17,875	Closed	-$1.45M	–	53
2023 Q2	$1.45M	Buy	17,875 +4,997	+39%	+$409K	0.83%	28
2023 Q1	$1.06M	Sell	12,878 -305	-2%	-$24.9K	0.67%	30
2022 Q4	$1.07M	Sell	13,183 -717	-5%	-$58.2K	0.74%	28
2022 Q3	$1.13M	Sell	13,900 -417	-3%	-$34.3K	0.84%	27
2022 Q2	$1.19M	Buy	14,317 +1,918	+15%	+$159K	0.86%	28
2022 Q1	$1.03M	Buy	+12,399	New	+$1.05M	0.8%	30

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

Forum Private Client Group's SHY Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 0.9% in Q2 2026, selling an estimated $3.29K and leaving 4,401 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #61.

Forum Private Client Group first reported a position in SHY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q2 2023. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Forum Private Client Group held 4,401 shares of iShares 1-3 Year Treasury Bond ETF worth $361K as of Q2 2026.
Forum Private Client Group sold 40 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.29K.
iShares 1-3 Year Treasury Bond ETF made up 0.11% of Forum Private Client Group's portfolio in Q2 2026, its #61 holding.
Forum Private Client Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares 1-3 Year Treasury Bond ETF position peaked at $1.45M in Q2 2023.
1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.