Beam Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beam Wealth 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	$2.85M	Sell	34,744 -8,574	-20%	-$705K	0.63%	42
2026 Q1	$3.58M	Sell	43,318 -11,619	-21%	-$962K	0.89%	26
2025 Q4	$4.55M	Sell	54,937 -11,572	-17%	-$959K	1.25%	14
2025 Q3	$5.52M	Sell	66,509 -172,258	-72%	-$14.2M	1.5%	14
2025 Q2	$19.8M	Buy	238,767 +3,077	+1%	+$254K	5.9%	3
2025 Q1	$19.5M	Sell	235,690 -5,193	-2%	-$427K	6.58%	2
2024 Q4	$19.7M	Sell	240,883 -82,118	-25%	-$6.75M	6.25%	2
2024 Q3	$26.9M	Buy	323,001 +10,071	+3%	+$831K	8.14%	2
2024 Q2	$25.6M	Buy	312,930 +222,977	+248%	+$18.1M	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%	-$4.47K	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%	+$7.68M	7.25%	2
2023 Q1	$2.87M	Buy	34,924 +3,204	+10%	+$261K	2.88%	7
2022 Q4	$2.57M	Buy	+31,720	New	+$2.57M	2.68%	8

Other funds holding SHY

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Beam Wealth Advisors's SHY Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 20% in Q2 2026, selling an estimated $705K and leaving 34,744 shares worth $2.85M. The position accounts for 0.63% of the portfolio, ranked #42.

Beam Wealth Advisors first reported a position in SHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.9M in Q3 2024. 552 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Beam Wealth Advisors held 34,744 shares of iShares 1-3 Year Treasury Bond ETF worth $2.85M as of Q2 2026.
Beam Wealth Advisors sold 8,574 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $705K.
iShares 1-3 Year Treasury Bond ETF made up 0.63% of Beam Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Beam Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
Beam Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $26.9M in Q3 2024.
552 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.