A.D. Beadell Investment Counsel’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

A.D. Beadell Investment Counsel’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	$612K	Buy	7,462 +371	+5%	+$30.5K	0.39%	66
2026 Q1	$585K	Buy	7,091 +111	+2%	+$9.19K	0.37%	66
2025 Q4	$578	Sell	6,980 -177	-2%	-$14.7K	0.38%	68
2025 Q3	$593K	Buy	7,157 +1,088	+18%	+$90K	0.4%	66
2025 Q2	$502K	Buy	6,069 +543	+10%	+$44.8K	0.38%	64
2025 Q1	$457K	Buy	5,526 +127	+2%	+$10.4K	0.38%	59
2024 Q4	$442K	Sell	5,399 -1,006	-16%	-$82.7K	0.36%	63
2024 Q3	$532K	Buy	6,405 +292	+5%	+$24.1K	0.43%	57
2024 Q2	$499K	Buy	6,113 +1,488	+32%	+$121K	0.42%	58
2024 Q1	$378K	Buy	4,625 +526	+13%	+$43K	0.33%	57
2023 Q4	$336K	Buy	4,099 +503	+14%	+$40.9K	0.32%	58
2023 Q3	$291K	Buy	3,596 +7	+0.2%	+$567	0.3%	58
2023 Q2	$291K	Sell	3,589 -479	-12%	-$39.2K	0.28%	58
2023 Q1	$334K	Buy	4,068 +821	+25%	+$66.9K	0.3%	58
2022 Q4	$263K	Buy	3,247 +667	+26%	+$54.1K	0.23%	63
2022 Q3	$209K	Buy	+2,580	New	+$212K	0.19%	70

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return