Beirne Wealth Consulting Services’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beirne Wealth Consulting Services’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 Q1	–	Sell	-5,885	Closed	-$487K	–	111
2025 Q4	$487K	Hold	5,885	–	–	0.14%	69
2025 Q3	$488K	Hold	5,885	–	–	0.12%	103
2025 Q2	$488K	Hold	5,885	–	–	0.16%	67
2025 Q1	$487K	Hold	5,885	–	–	0.17%	62
2024 Q4	$482K	Sell	5,885 -5,885	-50%	-$484K	0.17%	60
2024 Q3	$979K	Hold	11,770	–	–	0.34%	44
2024 Q2	$961K	Hold	11,770	–	–	0.39%	43
2024 Q1	$963K	Hold	11,770	–	–	0.41%	43
2023 Q4	$966K	Hold	11,770	–	–	0.48%	43
2023 Q3	$954K	Hold	11,770	–	–	0.76%	29
2023 Q2	$954K	Sell	11,770 -12,500	-52%	-$1.02M	0.76%	29
2023 Q1	$1.99M	Hold	24,270	–	–	1.4%	14
2022 Q4	$1.97M	Hold	24,270	–	–	0.97%	20
2022 Q3	$1.97M	Buy	+24,270	New	+$2M	0.75%	25

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beirne Wealth Consulting Services's SHY Position: Q1 2026 in Review

Beirne Wealth Consulting Services sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2026, closing a stake of 5,885 shares — an estimated $487K sold.

Beirne Wealth Consulting Services first reported a position in SHY in Q3 2022 and held it in 14 quarters. The position peaked at $1.99M in Q1 2023. 1,221 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Beirne Wealth Consulting Services reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Beirne Wealth Consulting Services sold 5,885 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $487K.
Beirne Wealth Consulting Services first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2022 and held it in 14 quarters.
Beirne Wealth Consulting Services's iShares 1-3 Year Treasury Bond ETF position peaked at $1.99M in Q1 2023.
1,221 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q1 2026, filed 30 Apr 2026.