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

Forward 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
-6,347,827
Closed -$543M – 36
2021
Q4 		$543M Buy
6,347,827
+1,189,171
+23% +$102M 52.32% 1
2021
Q3 		$444M Buy
5,158,656
+73,570
+1% +$6.34M 47.46% 1
2021
Q2 		$438M Buy
5,085,086
+2,695,802
+113% +$233M 48.26% 1
2021
Q1 		$206M Buy
2,389,284
+801,916
+51% +$69.2M 41.68% 2
2020
Q4 		$137M Sell
1,587,368
-1,159,041
-42% -$100M 24.7% 2
2020
Q3 		$238M Buy
+2,746,409
New +$238M 39.41% 1

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

Forward Management's SHY Position: Q1 2022 in Review

Forward Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2022, closing a stake of 6,347,827 shares — an estimated $543M sold.

Forward Management first reported a position in SHY in Q3 2020 and held it in 6 quarters. The position peaked at $543M in Q4 2021. 924 funds tracked by Wall St. Rank hold SHY as of Q1 2022.

  • Forward Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Forward Management sold 6,347,827 iShares 1-3 Year Treasury Bond ETF shares in Q1 2022, an estimated $543M.
  • Forward Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2020 and held it in 6 quarters.
  • Forward Management's iShares 1-3 Year Treasury Bond ETF position peaked at $543M in Q4 2021.
  • 924 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2022.

Based on Forward Management's 13F filing for Q1 2022, filed 2 May 2022.