Beam Wealth Advisors
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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
Q3 		$2.64M Sell
32,529
-2,215
-6% -$181K 0.57% 44
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
RPOA Advisors
RPOA Advisors Plano, Texas $3.35B AUM 8.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Beam Wealth Advisors's SHY Position: Q3 2026 in Review

Beam Wealth Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 6.4% in Q3 2026, selling an estimated $181K and leaving 32,529 shares worth $2.64M. The position accounts for 0.57% of the portfolio, ranked #44.

Beam Wealth Advisors first reported a position in SHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $26.9M in Q3 2024. 746 funds tracked by Wall St. Rank hold SHY as of Q3 2026.

  • Beam Wealth Advisors held 32,529 shares of iShares 1-3 Year Treasury Bond ETF worth $2.64M as of Q3 2026.
  • Beam Wealth Advisors sold 2,215 iShares 1-3 Year Treasury Bond ETF shares in Q3 2026, an estimated $181K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.57% of Beam Wealth Advisors's portfolio in Q3 2026, its #44 holding.
  • Beam Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • Beam Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $26.9M in Q3 2024.
  • 746 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.