Beacon Financial Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Sell |
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|
2025
Q2 | $510K | Buy |
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|
2025
Q1 | $275K | Sell |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $535K | Buy |
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|
2023
Q4 | $416K | Sell |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $587K | Sell |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $1.32M | Sell |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.41M | Buy |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.55M | Buy |
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|
2020
Q3 | $1.22M | Buy |
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|
2020
Q2 | $357K | Buy |
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|
2020
Q1 | $225K | Buy |
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|
2019
Q4 | $219K | Buy |
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