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Beacon Capital Management Inc (Ohio)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2019
Q3 		– Sell
-25
Closed -$2K – 144
2019
Q2 		$2K Buy
+25
New +$2.1K ﹤0.01% 67
2018
Q1 		– Sell
-23
Closed -$2K – 110
2017
Q4 		$2K Buy
+23
New +$1.94K ﹤0.01% 55
2017
Q1 		– Sell
-8
Closed -$1K – 187
2016
Q4 		$1K Sell
8
-1,267
-99% -$107K ﹤0.01% 59
2016
Q3 		$108K Sell
1,275
-1,805
-59% -$154K 0.01% 35
2016
Q2 		$263K Sell
3,080
-2,100
-41% -$178K 0.02% 26
2016
Q1 		$440K Sell
5,180
-3,820
-42% -$324K 0.03% 23
2015
Q4 		$759K Sell
9,000
-1,800
-17% -$152K 0.05% 8
2015
Q3 		$918K Sell
10,800
-175
-2% -$14.8K 0.06% 6
2015
Q2 		$931K Sell
10,975
-740
-6% -$62.8K 0.07% 18
2015
Q1 		$994K Sell
11,715
-595
-5% -$50.4K 0.09% 18
2014
Q4 		$1.04M Sell
12,310
-6,290
-34% -$532K 0.13% 18
2014
Q3 		$1.57M Hold
18,600
– – 0.24% 17
2014
Q2 		$1.57M Sell
18,600
-1,857
-9% -$157K 0.28% 17
2014
Q1 		$1.73M Sell
20,457
-3,103
-13% -$262K 0.41% 16
2013
Q4 		$1.99M Buy
+23,560
New +$1.99M 0.59% 16

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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Beacon Capital Management Inc (Ohio)'s SHY Position: Q3 2019 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2019, closing a stake of 25 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SHY in Q4 2013 and held it in 15 quarters. The position peaked at $1.99M in Q4 2013. 686 funds tracked by Wall St. Rank hold SHY as of Q3 2019.

  • Beacon Capital Management Inc (Ohio) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 25 iShares 1-3 Year Treasury Bond ETF shares in Q3 2019, an estimated $2K.
  • Beacon Capital Management Inc (Ohio) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and held it in 15 quarters.
  • Beacon Capital Management Inc (Ohio)'s iShares 1-3 Year Treasury Bond ETF position peaked at $1.99M in Q4 2013.
  • 686 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2019.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2019, filed 22 Oct 2019.