BFG
SHY icon

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

Beacon Financial Group’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
Q2 		$686K Sell
8,353
-311
-4% -$25.6K 0.06% 208
2026
Q1 		$715K Sell
8,664
-78,577
-90% -$6.5M 0.07% 194
2025
Q4 		$7.23M Sell
87,241
-9,554
-10% -$792K 0.72% 35
2025
Q3 		$8.03M Sell
96,795
-11,780
-11% -$974K 0.79% 30
2025
Q2 		$9M Sell
108,575
-3,090
-3% -$255K 0.94% 25
2025
Q1 		$9.24M Buy
111,665
+99,828
+843% +$8.21M 1.01% 22
2024
Q4 		$970K Buy
11,837
+3,095
+35% +$254K 0.1% 165
2024
Q3 		$727K Buy
+8,742
New +$721K 0.08% 188
2016
Q3 		– Sell
-12,353
Closed -$1.05M – 188
2016
Q2 		$1.05M Hold
12,353
– – 0.23% 73
2016
Q1 		$1.05M Sell
12,353
-4,591
-27% -$389K 0.23% 72
2015
Q4 		$1.43M Sell
16,944
-55,830
-77% -$4.73M 0.33% 66
2015
Q3 		$6.18M Buy
+72,774
New +$6.17M 1.51% 24
2015
Q1 		– Sell
-2,513
Closed -$212K – 182
2014
Q4 		$212K Sell
2,513
-698
-22% -$59.1K 0.04% 183
2014
Q3 		$350K Sell
3,211
-3,706
-54% -$313K 0.08% 142
2014
Q2 		$730K Buy
6,917
+3,811
+123% +$322K 0.16% 93
2014
Q1 		$327K Buy
3,106
+733
+31% +$61.9K 0.07% 143
2013
Q4 		$250K Buy
+2,373
New +$200K 0.05% 169

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beacon Financial Group's SHY Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 3.6% in Q2 2026, selling an estimated $25.6K and leaving 8,353 shares worth $686K. The position accounts for 0.06% of the portfolio, ranked #208.

Beacon Financial Group first reported a position in SHY in Q4 2013 and has held it in 17 quarters since. The position peaked at $9.24M in Q1 2025. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Beacon Financial Group held 8,353 shares of iShares 1-3 Year Treasury Bond ETF worth $686K as of Q2 2026.
  • Beacon Financial Group sold 311 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $25.6K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #208 holding.
  • Beacon Financial Group first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2013 and has held it in 17 quarters since.
  • Beacon Financial Group's iShares 1-3 Year Treasury Bond ETF position peaked at $9.24M in Q1 2025.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.