Beacon Financial Advisory
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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
Q3 		$242K Sell
2,982
-137
-4% -$11.2K 0.05% 379
2026
Q2 		$256K Sell
3,119
-1
-0% -$82 0.05% 367
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% +$9.9K 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 $1.96T AUM 27.49% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Beacon Financial Advisory's SHY Position: Q3 2026 in Review

Beacon Financial Advisory reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 4.4% in Q3 2026, selling an estimated $11.2K and leaving 2,982 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #379.

Beacon Financial Advisory first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.85M in Q1 2021. 1,105 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Beacon Financial Advisory held 2,982 shares of iShares 1-3 Year Treasury Bond ETF worth $242K as of Q3 2026.
  • Beacon Financial Advisory sold 137 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $11.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #379 holding.
  • Beacon Financial Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Financial Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $1.85M in Q1 2021.
  • 1,105 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.