Beacon Financial Advisory’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 | $510K | Buy |
6,153
+2,832
| +85% | +$235K | 0.13% | 199 |
|
|
2025
Q1 | $275K | Sell |
3,321
-424
| -11% | -$35.1K | 0.08% | 254 |
|
|
2024
Q4 | $307K | Buy |
3,745
+901
| +32% | +$73.9K | 0.1% | 222 |
|
|
2024
Q3 | $236K | Sell |
2,844
-3,818
| -57% | -$317K | 0.08% | 258 |
|
|
2024
Q2 | $544K | Buy |
6,662
+122
| +2% | +$9.96K | 0.2% | 138 |
|
|
2024
Q1 | $535K | Buy |
6,540
+1,473
| +29% | +$120K | 0.26% | 113 |
|
|
2023
Q4 | $416K | Sell |
5,067
-1,087
| -18% | -$89.2K | 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% | -$223K | 0.2% | 146 |
|
|
2023
Q1 | $587K | Sell |
7,150
-5,560
| -44% | -$457K | 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% | -$78.6K | 0.94% | 26 |
|
|
2022
Q2 | $1.43M | Buy |
17,238
+237
| +1% | +$19.6K | 0.81% | 32 |
|
|
2022
Q1 | $1.42M | Buy |
17,001
+515
| +3% | +$42.9K | 0.68% | 40 |
|
|
2021
Q4 | $1.41M | Buy |
16,486
+4,730
| +40% | +$405K | 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% | -$672K | 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% | +$863K | 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% | +$693 | 0.29% | 116 |
|
|
2019
Q4 | $219K | Buy |
+2,589
| New | +$219K | 0.19% | 143 |
|