Beam Wealth Advisors’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 | $19.8M | Buy |
238,767
+3,077
| +1% | +$255K | 5.9% | 3 |
|
|
2025
Q1 | $19.5M | Sell |
235,690
-5,193
| -2% | -$430K | 6.58% | 2 |
|
|
2024
Q4 | $19.7M | Sell |
240,883
-82,118
| -25% | -$6.73M | 6.25% | 2 |
|
|
2024
Q3 | $26.9M | Buy |
323,001
+10,071
| +3% | +$837K | 8.14% | 2 |
|
|
2024
Q2 | $25.6M | Buy |
312,930
+222,977
| +248% | +$18.2M | 8.51% | 2 |
|
|
2024
Q1 | $7.36M | Sell |
89,953
-40,587
| -31% | -$3.32M | 4.42% | 3 |
|
|
2023
Q4 | $10.7M | Sell |
130,540
-55
| -0% | -$4.51K | 6.79% | 3 |
|
|
2023
Q3 | $10.6M | Buy |
130,595
+1,741
| +1% | +$141K | 7.52% | 3 |
|
|
2023
Q2 | $10.4M | Buy |
128,854
+93,930
| +269% | +$7.62M | 7.25% | 2 |
|
|
2023
Q1 | $2.87M | Buy |
34,924
+3,204
| +10% | +$263K | 2.88% | 7 |
|
|
2022
Q4 | $2.57M | Buy |
+31,720
| New | +$2.57M | 2.68% | 8 |
|