Beacon Financial Group’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 | $8.03M | Sell |
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|
2025
Q2 | $9M | Sell |
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2025
Q1 | $9.24M | Buy |
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|
2024
Q4 | $970K | Buy |
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|
2024
Q3 | $727K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.05M | Hold |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $1.43M | Sell |
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|
2015
Q3 | $6.18M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $212K | Sell |
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|
2014
Q3 | $350K | Sell |
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|
2014
Q2 | $730K | Buy |
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|
2014
Q1 | $327K | Buy |
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|
2013
Q4 | $250K | Buy |
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