BFG
Beacon Financial Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Sell |
108,575
-3,090
| -3% | -$256K | 0.94% | 25 |
|
|
2025
Q1 | $9.24M | Buy |
111,665
+99,828
| +843% | +$8.26M | 1.01% | 22 |
|
|
2024
Q4 | $970K | Buy |
11,837
+3,095
| +35% | +$254K | 0.1% | 165 |
|
|
2024
Q3 | $727K | Buy |
+8,742
| New | +$727K | 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% | -$390K | 0.23% | 72 |
|
|
2015
Q4 | $1.43M | Sell |
16,944
-55,830
| -77% | -$4.71M | 0.33% | 66 |
|
|
2015
Q3 | $6.18M | Buy |
+72,774
| New | +$6.18M | 1.51% | 24 |
|
|
2015
Q1 | – | Sell |
-2,513
| Closed | -$212K | – | 182 |
|
|
2014
Q4 | $212K | Sell |
2,513
-698
| -22% | -$58.9K | 0.04% | 183 |
|
|
2014
Q3 | $350K | Sell |
3,211
-3,706
| -54% | -$404K | 0.08% | 142 |
|
|
2014
Q2 | $730K | Buy |
6,917
+3,811
| +123% | +$402K | 0.16% | 93 |
|
|
2014
Q1 | $327K | Buy |
3,106
+733
| +31% | +$77.2K | 0.07% | 143 |
|
|
2013
Q4 | $250K | Buy |
+2,373
| New | +$250K | 0.05% | 169 |
|