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Beacon Financial Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beacon Financial Advisory’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
Q1 		$258K Buy
+3,120
New +$258K 0.06% 341
2025
Q4 		– Sell
-2,682
Closed -$222K – 397
2025
Q3 		$222K Sell
2,682
-3,471
-56% -$287K 0.05% 350
2025
Q2 		$510K Buy
6,153
+2,832
+85% +$234K 0.13% 199
2025
Q1 		$275K Sell
3,321
-424
-11% -$34.9K 0.08% 254
2024
Q4 		$307K Buy
3,745
+901
+32% +$74.1K 0.1% 222
2024
Q3 		$236K Sell
2,844
-3,818
-57% -$315K 0.08% 258
2024
Q2 		$544K Buy
6,662
+122
+2% +$9.93K 0.2% 138
2024
Q1 		$535K Buy
6,540
+1,473
+29% +$121K 0.26% 113
2023
Q4 		$416K Sell
5,067
-1,087
-18% -$88.4K 0.2% 142
2023
Q3 		$498K Buy
6,154
+1,760
+40% +$143K 0.28% 108
2023
Q2 		$356K Sell
4,394
-2,756
-39% -$225K 0.2% 146
2023
Q1 		$587K Sell
7,150
-5,560
-44% -$453K 0.37% 87
2022
Q4 		$1.03M Sell
12,710
-3,560
-22% -$289K 0.74% 36
2022
Q3 		$1.32M Sell
16,270
-968
-6% -$79.7K 0.94% 26
2022
Q2 		$1.43M Buy
17,238
+237
+1% +$19.7K 0.81% 32
2022
Q1 		$1.42M Buy
17,001
+515
+3% +$43.5K 0.68% 40
2021
Q4 		$1.41M Buy
16,486
+4,730
+40% +$406K 0.65% 40
2021
Q3 		$1.01M Sell
11,756
-1,898
-14% -$164K 0.53% 55
2021
Q2 		$1.18M Sell
13,654
-7,805
-36% -$673K 0.63% 44
2021
Q1 		$1.85M Buy
21,459
+3,462
+19% +$299K 1.06% 20
2020
Q4 		$1.55M Buy
17,997
+3,890
+28% +$336K 1.01% 23
2020
Q3 		$1.22M Buy
14,107
+9,984
+242% +$864K 1.06% 25
2020
Q2 		$357K Buy
4,123
+1,526
+59% +$132K 0.39% 88
2020
Q1 		$225K Buy
2,597
+8
+0.3% +$683 0.29% 116
2019
Q4 		$219K Buy
+2,589
New +$219K 0.19% 143

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beacon Financial Advisory's SHY Position: Q1 2026 in Review

Beacon Financial Advisory opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026: 3,120 shares worth $258K. The stake represents 0.06% of the portfolio and ranks #341 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in SHY as recently as Q3 2025.

Beacon Financial Advisory first reported a position in SHY in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.85M in Q1 2021. 1,218 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

  • Beacon Financial Advisory held 3,120 shares of iShares 1-3 Year Treasury Bond ETF worth $258K as of Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF was a new Beacon Financial Advisory position in Q1 2026.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q1 2026, its #341 holding.
  • Beacon Financial Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Beacon Financial Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.85M in Q1 2021.
  • 1,218 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.