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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
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 $58.2B AUM 22.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Beacon Wealthcare LLC's SHY Position: Q2 2026 in Review

Beacon Wealthcare LLC increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.2% in Q2 2026, buying an estimated $183K and bringing the position to 105,748 shares worth $8.68M. The position accounts for 2.78% of the portfolio, ranked #7.

Beacon Wealthcare LLC first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. 581 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Beacon Wealthcare LLC held 105,748 shares of iShares 1-3 Year Treasury Bond ETF worth $8.68M as of Q2 2026.
  • Beacon Wealthcare LLC bought 2,229 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $183K.
  • iShares 1-3 Year Treasury Bond ETF made up 2.78% of Beacon Wealthcare LLC's portfolio in Q2 2026, its #7 holding.
  • Beacon Wealthcare LLC first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 581 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Wealthcare LLC's 13F filing for Q2 2026, filed 1 Jul 2026.