Beacon Wealthcare LLC’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.71M | Buy |
93,080
+1,881
| +2% | +$156K | 2.91% | 6 |
|
|
2025
Q1 | $7.54M | Buy |
91,199
+1,538
| +2% | +$127K | 3.07% | 6 |
|
|
2024
Q4 | $7.35M | Buy |
89,661
+6,209
| +7% | +$509K | 2.98% | 6 |
|
|
2024
Q3 | $6.94M | Buy |
83,452
+5,192
| +7% | +$432K | 2.8% | 6 |
|
|
2024
Q2 | $6.39M | Buy |
78,260
+14,906
| +24% | +$1.22M | 2.79% | 6 |
|
|
2024
Q1 | $5.18M | Buy |
63,354
+11,387
| +22% | +$931K | 2.36% | 7 |
|
|
2023
Q4 | $4.26M | Buy |
51,967
+30,800
| +146% | +$2.53M | 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% | +$92.4K | 0.8% | 9 |
|
|
2023
Q1 | $1.5M | Sell |
18,284
-5,644
| -24% | -$464K | 0.79% | 9 |
|
|
2022
Q4 | $1.94M | Buy |
+23,928
| New | +$1.94M | 1.09% | 9 |
|