Beacon Capital Management Inc (Ohio)’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	5,933 -10,251	-63%	-$1.13M	0.04%	54
2026 Q1	$1.79M	Sell	16,184 -20,572	-56%	-$2.27M	0.1%	43
2025 Q4	$4.05M	Sell	36,756 -22,868	-38%	-$2.52M	0.22%	39
2025 Q3	$6.59M	Buy	+59,624	New	+$6.58M	0.31%	37
2023 Q2	–	Sell	-56	Closed	-$6.19K	–	84
2023 Q1	$6.19K	Buy	+56	New	+$6.17K	﹤0.01%	71
2016 Q1	–	Sell	-71	Closed	-$8K	–	317
2015 Q4	$8K	Buy	71 +60	+545%	+$6.62K	﹤0.01%	140
2015 Q3	$1K	Buy	+11	New	+$1.21K	﹤0.01%	223

Other funds holding SHV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NRI

NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SHV Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 63% in Q2 2026, selling an estimated $1.13M and leaving 5,933 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #54.

Beacon Capital Management Inc (Ohio) first reported a position in SHV in Q3 2015 and has held it in 7 quarters since. The position peaked at $6.59M in Q3 2025. 720 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 5,933 shares of iShares 0-1 Year Treasury Bond ETF worth $655K as of Q2 2026.
Beacon Capital Management Inc (Ohio) sold 10,251 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.13M.
iShares 0-1 Year Treasury Bond ETF made up 0.04% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #54 holding.
Beacon Capital Management Inc (Ohio) first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2015 and has held it in 7 quarters since.
Beacon Capital Management Inc (Ohio)'s iShares 0-1 Year Treasury Bond ETF position peaked at $6.59M in Q3 2025.
720 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.