Forum Private Client Group LLC Ishares Barclays 1 3 Year Trea Transaction History

Forum Private Client Group LLC

$281 Billion
Q3 2025

A detailed history of Forum Private Client Group LLC transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Forum Private Client Group LLC holds 5,953 shares of SHY stock, worth $493,086. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,953

Previous 5,929 0.4%

Holding current value

$493,086

Previous $491 Million 0.52%

% of portfolio

0.18%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$82.38 - $83.0 $1,977 - $1,992	24 Added 0.4%	5,953 $494 Million
Q2 2025 Aug 12, 2025	SELL	$82.21 - $83.12 $9,536 - $9,641	-116 Reduced 1.92%	5,929 $491 Million
Q1 2025 May 01, 2025	BUY	$81.83 - $82.73 $22,912 - $23,164	280 Added 4.86%	6,045 $500 Million
Q4 2024 Feb 13, 2025	SELL	$81.68 - $82.93 $81 - $82	-1 Reduced 0.02%	5,765 $473 Million
Q3 2024 Nov 12, 2024	SELL	$81.31 - $83.29 $89,115 - $91,285	-1,096 Reduced 15.97%	5,766 $479 Million
Q2 2024 Aug 13, 2024	SELL	$81.05 - $81.66 $113,713 - $114,568	-1,403 Reduced 16.98%	6,862 $560 Million
Q1 2024 May 15, 2024	SELL	$81.49 - $82.34 $582,246 - $588,319	-7,145 Reduced 46.37%	8,265 $676 Million
Q4 2023 Jan 19, 2024	BUY	$80.62 - $82.04 $1.24 Million - $1.26 Million	15,410 New	15,410 $1.26 Billion
Q2 2023 Aug 02, 2023	BUY	$81.05 - $82.41 $405,006 - $411,802	4,997 Added 38.8%	17,875 $1.45 Million
Q1 2023 May 15, 2023	SELL	$80.51 - $82.52 $24,555 - $25,168	-305 Reduced 2.31%	12,878 $1.06 Million
Q4 2022 Feb 10, 2023	SELL	$80.6 - $81.52 $57,790 - $58,449	-717 Reduced 5.16%	13,183 $1.07 Million
Q3 2022 Nov 10, 2022	SELL	$81.04 - $83.06 $33,793 - $34,636	-417 Reduced 2.91%	13,900 $1.13 Million
Q2 2022 Aug 05, 2022	BUY	$81.97 - $83.48 $157,218 - $160,114	1,918 Added 15.47%	14,317 $1.19 Million
Q1 2022 Aug 05, 2022	BUY	$83.25 - $85.49 $1.03 Million - $1.06 Million	12,399 New	12,399 $1.03 Million

Others Institutions Holding SHY

# of Institutions

1,340

Shares Held

245M

Call Options Held

257K

Put Options Held

212K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
Sector ETFs
Industry ETFs

More about SHY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Private Client Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forum Private Client Group LLC with notifications on news.

Account

Forum Private Client Group LLC Ishares Barclays 1 3 Year Trea Transaction History