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

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-262
Closed -$21.7K – 844
2025
Q2 		$21.7K Buy
262
+6
+2% +$495 ﹤0.01% 492
2025
Q1 		$21.2K Sell
256
-194
-43% -$16K ﹤0.01% 471
2024
Q4 		$36.9K Sell
450
-1
-0.2% -$82 ﹤0.01% 352
2024
Q3 		$37.5K Sell
451
-5
-1% -$413 0.01% 368
2024
Q2 		$37.2K Sell
456
-37
-8% -$3.01K 0.01% 336
2024
Q1 		$40.3K Sell
493
-445
-47% -$36.4K 0.01% 329
2023
Q4 		$75.9K Sell
938
-254
-21% -$20.6K 0.02% 164
2023
Q3 		$96.7K Hold
1,192
– – 0.03% 151
2023
Q2 		$96.7K Sell
1,192
-4,434
-79% -$363K 0.03% 151
2023
Q1 		$462K Sell
5,626
-3,234
-37% -$264K 0.14% 45
2022
Q4 		$719K Sell
8,860
-1,069
-11% -$86.7K 0.24% 34
2022
Q3 		$822K Sell
9,929
-1,309
-12% -$108K 0.27% 29
2022
Q2 		$937K Hold
11,238
– – 0.23% 32
2022
Q1 		$937K Buy
+11,238
New +$950K 0.22% 32

Other funds holding SHY

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SHY Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q3 2025, closing a stake of 262 shares — an estimated $21.7K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SHY in Q1 2022 and held it in 14 quarters. The position peaked at $937K in Q2 2022. 1,156 funds tracked by Wall St. Rank hold SHY as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 262 iShares 1-3 Year Treasury Bond ETF shares in Q3 2025, an estimated $21.7K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares 1-3 Year Treasury Bond ETF position peaked at $937K in Q2 2022.
  • 1,156 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.