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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 		$578K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

A.D. Beadell Investment Counsel's SHY Position: Q2 2026 in Review

A.D. Beadell Investment Counsel increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 5.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 7,462 shares worth $612K. The position accounts for 0.39% of the portfolio, ranked #66.

A.D. Beadell Investment Counsel first reported a position in SHY in Q3 2022 and has held it in 16 quarters since. 1,216 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • A.D. Beadell Investment Counsel held 7,462 shares of iShares 1-3 Year Treasury Bond ETF worth $612K as of Q2 2026.
  • A.D. Beadell Investment Counsel bought 371 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $30.5K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.39% of A.D. Beadell Investment Counsel's portfolio in Q2 2026, its #66 holding.
  • A.D. Beadell Investment Counsel first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on A.D. Beadell Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.