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Beacon Pointe Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beacon Pointe Advisors’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 		$12.6M Buy
153,791
+78,571
+104% +$6.46M 0.06% 288
2026
Q1 		$6.21M Buy
75,220
+25,617
+52% +$2.12M 0.03% 424
2025
Q4 		$4.11M Buy
49,603
+20,170
+69% +$1.67M 0.03% 434
2025
Q3 		$2.44M Sell
29,433
-9,496
-24% -$785K 0.02% 507
2025
Q2 		$3.23M Buy
38,929
+1,821
+5% +$150K 0.03% 390
2025
Q1 		$3.07M Sell
37,108
-1,436
-4% -$118K 0.03% 377
2024
Q4 		$3.16M Sell
38,544
-9,098
-19% -$748K 0.04% 353
2024
Q3 		$3.96M Sell
47,642
-10,014
-17% -$826K 0.05% 336
2024
Q2 		$4.71M Sell
57,656
-3,418
-6% -$278K 0.06% 297
2024
Q1 		$4.99M Buy
61,074
+8,087
+15% +$662K 0.06% 288
2023
Q4 		$4.35M Sell
52,987
-14,405
-21% -$1.17M 0.05% 312
2023
Q3 		$5.46M Sell
67,392
-15,943
-19% -$1.29M 0.07% 249
2023
Q2 		$6.76M Sell
83,335
-12,428
-13% -$1.02M 0.11% 174
2023
Q1 		$7.87M Sell
95,763
-3,847
-4% -$314K 0.13% 158
2022
Q4 		$8.09M Sell
99,610
-61,049
-38% -$4.95M 0.16% 135
2022
Q3 		$13M Buy
160,659
+16,794
+12% +$1.38M 0.29% 82
2022
Q2 		$11.9M Buy
143,865
+47,314
+49% +$3.93M 0.25% 95
2022
Q1 		$8.05M Buy
96,551
+85,177
+749% +$7.2M 0.11% 188
2021
Q4 		$973K Buy
11,374
+4,597
+68% +$394K 0.03% 384
2021
Q3 		$584K Sell
6,777
-6,090
-47% -$525K 0.01% 512
2021
Q2 		$1.11M Sell
12,867
-11,502
-47% -$992K 0.04% 321
2021
Q1 		$2.1M Buy
24,369
+12,127
+99% +$1.05M 0.13% 141
2020
Q4 		$1.05M Buy
12,242
+2,083
+21% +$180K 0.07% 189
2020
Q3 		$879K Sell
10,159
-8,144
-44% -$705K 0.09% 178
2020
Q2 		$1.58M Buy
18,303
+14,942
+445% +$1.29M 0.16% 125
2020
Q1 		$291K Sell
3,361
-991
-23% -$84.6K 0.05% 239
2019
Q4 		$368K Buy
+4,352
New +$369K 0.11% 152

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 Pointe Advisors's SHY Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 104% in Q2 2026, buying an estimated $6.46M and bringing the position to 153,791 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #288.

Beacon Pointe Advisors first reported a position in SHY in Q4 2019 and has held it in 27 quarters since. The position peaked at $13M in Q3 2022. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Beacon Pointe Advisors held 153,791 shares of iShares 1-3 Year Treasury Bond ETF worth $12.6M as of Q2 2026.
  • Beacon Pointe Advisors bought 78,571 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $6.46M.
  • iShares 1-3 Year Treasury Bond ETF made up 0.06% of Beacon Pointe Advisors's portfolio in Q2 2026, its #288 holding.
  • Beacon Pointe Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Beacon Pointe Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $13M in Q3 2022.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.