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

Beacon Financial Strategies’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	$37.8K	Buy	+460	New	+$37.8K	0.02%	114

Other funds holding SHY

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $530M AUM 30.33% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026: 460 shares worth $37.8K. The stake represents 0.02% of the portfolio and ranks #114 among its holdings.

213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Beacon Financial Strategies held 460 shares of iShares 1-3 Year Treasury Bond ETF worth $37.8K as of Q2 2026.
iShares 1-3 Year Treasury Bond ETF was a new Beacon Financial Strategies position in Q2 2026.
iShares 1-3 Year Treasury Bond ETF made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #114 holding.
213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.