Beacon Wealthcare LLC
SHY icon

Beacon Wealthcare LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beacon Wealthcare LLC’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
Q3 		$9.9M Buy
122,440
+16,692
+16% +$1.36M 3.15% 6
2026
Q2 		$8.68M Buy
105,748
+2,229
+2% +$183K 2.78% 7
2026
Q1 		$8.55M Buy
103,519
+2,323
+2% +$192K 3.01% 6
2025
Q4 		$8.38M Buy
101,196
+4,905
+5% +$407K 2.88% 6
2025
Q3 		$7.99M Buy
96,291
+3,211
+3% +$266K 2.81% 6
2025
Q2 		$7.71M Buy
93,080
+1,881
+2% +$155K 2.91% 6
2025
Q1 		$7.54M Buy
91,199
+1,538
+2% +$126K 3.07% 6
2024
Q4 		$7.35M Buy
89,661
+6,209
+7% +$510K 2.98% 6
2024
Q3 		$6.94M Buy
83,452
+5,192
+7% +$428K 2.8% 6
2024
Q2 		$6.39M Buy
78,260
+14,906
+24% +$1.21M 2.79% 6
2024
Q1 		$5.18M Buy
63,354
+11,387
+22% +$932K 2.36% 7
2023
Q4 		$4.26M Buy
51,967
+30,800
+146% +$2.5M 2.05% 7
2023
Q3 		$1.71M Buy
21,167
+1,744
+9% +$141K 0.91% 9
2023
Q2 		$1.57M Buy
19,423
+1,139
+6% +$93.1K 0.8% 9
2023
Q1 		$1.5M Sell
18,284
-5,644
-24% -$460K 0.79% 9
2022
Q4 		$1.94M Buy
+23,928
New +$1.94M 1.09% 9

Other funds holding SHY

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return

Beacon Wealthcare LLC's SHY Position: Q3 2026 in Review

Beacon Wealthcare LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 16% in Q3 2026, buying an estimated $1.36M and bringing the position to 122,440 shares worth $9.9M. The position accounts for 3.15% of the portfolio, ranked #6.

Beacon Wealthcare LLC first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. 543 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Beacon Wealthcare LLC held 122,440 shares of iShares 1-3 Year Treasury Bond ETF worth $9.9M as of Q3 2026.
  • Beacon Wealthcare LLC bought 16,692 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.36M.
  • iShares 1-3 Year Treasury Bond ETF made up 3.15% of Beacon Wealthcare LLC's portfolio in Q3 2026, its #6 holding.
  • Beacon Wealthcare LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • 543 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q3 2026, filed 2 Oct 2026.