Beacon Capital Management LLC (Tennessee)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7K | Buy |
262
+6
| +2% | +$497 | ﹤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% | -$416 | 0.01% | 368 |
|
|
2024
Q2 | $37.2K | Sell |
456
-37
| -8% | -$3.02K | 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% | -$360K | 0.03% | 151 |
|
|
2023
Q1 | $462K | Sell |
5,626
-3,234
| -37% | -$266K | 0.14% | 45 |
|
|
2022
Q4 | $719K | Sell |
8,860
-1,069
| -11% | -$86.8K | 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 | +$937K | 0.22% | 32 |
|