iShares Lehman 1-3 Year Treas.Bond shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in iShares Lehman 1-3 Year Treas.Bond
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Quarterly reported holdings in iShares Lehman 1-3 Year Treas.Bond by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $223k | 2.7k | 82.96 |
| 2025-06-30 | $510k | 6.2k | 82.86 |
| 2025-03-31 | $275k | 3.3k | 82.73 |
| 2024-12-31 | $307k | 3.7k | 81.98 |
| 2024-09-30 | $237k | 2.8k | 83.15 |
| 2024-06-30 | $544k | 6.7k | 81.66 |
| 2024-03-31 | $535k | 6.5k | 81.79 |
| 2023-12-31 | $416k | 5.1k | 82.05 |
| 2023-09-30 | $498k | 6.2k | 80.98 |
| 2023-06-30 | $356k | 4.4k | 81.09 |
| 2023-03-31 | $588k | 7.2k | 82.16 |
| 2022-12-31 | $1.0M | 13k | 81.17 |
| 2022-09-30 | $1.3M | 16k | 81.19 |
| 2022-06-30 | $1.4M | 17k | 82.78 |
| 2022-03-31 | $1.4M | 17k | 83.35 |
| 2021-12-31 | $1.4M | 17k | 85.53 |
| 2021-09-30 | $1.0M | 12k | 86.17 |
| 2021-06-30 | $1.2M | 14k | 86.13 |
| 2021-03-31 | $1.9M | 22k | 86.26 |
| 2020-12-31 | $1.6M | 18k | 86.35 |
| 2020-09-30 | $1.2M | 14k | 86.48 |
| 2020-06-30 | $357k | 4.1k | 86.59 |
| 2020-03-31 | $225k | 2.6k | 86.64 |
| 2019-12-31 | $219k | 2.6k | 84.59 |
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