Beam Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Beam Wealth Advisors, Inc.

$321 Million
Q2 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 238,767 shares of SHY stock, worth $19.8 Million. This represents 6.17% of its overall portfolio holdings.

Number of Shares

238,767

Previous 235,690 1.31%

Holding current value

$19.8 Million

Previous $19.5 Million 1.47%

% of portfolio

6.17%

Previous 6.76%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$82.21 - $83.12 $252,960 - $255,760	3,077 Added 1.31%	238,767 $19.8 Million
Q1 2025 May 09, 2025	SELL	$81.83 - $82.73 $424,943 - $429,616	-5,193 Reduced 2.16%	235,690 $19.5 Million
Q4 2024 Feb 06, 2025	SELL	$81.68 - $82.93 $6.71 Million - $6.81 Million	-82,118 Reduced 25.42%	240,883 $19.7 Million
Q3 2024 Nov 04, 2024	BUY	$81.31 - $83.29 $818,873 - $838,813	10,071 Added 3.22%	323,001 $26.9 Million
Q2 2024 Aug 07, 2024	BUY	$81.05 - $81.66 $18.1 Million - $18.2 Million	222,977 Added 247.88%	312,930 $25.6 Million
Q1 2024 Apr 30, 2024	SELL	$81.49 - $82.34 $3.31 Million - $3.34 Million	-40,587 Reduced 31.09%	89,953 $7.36 Million
Q4 2023 Jan 30, 2024	SELL	$80.62 - $82.04 $4,434 - $4,512	-55 Reduced 0.04%	130,540 $10.7 Million
Q3 2023 Oct 26, 2023	BUY	$80.71 - $81.38 $140,516 - $141,682	1,741 Added 1.35%	130,595 $10.6 Million
Q2 2023 Jul 26, 2023	BUY	$81.05 - $82.41 $7.61 Million - $7.74 Million	93,930 Added 268.96%	128,854 $10.4 Million
Q1 2023 Apr 26, 2023	BUY	$80.51 - $82.52 $257,954 - $264,394	3,204 Added 10.1%	34,924 $2.87 Million
Q4 2022 Jan 20, 2023	BUY	$80.6 - $81.52 $2.56 Million - $2.59 Million	31,720 New	31,720 $0

Others Institutions Holding SHY

# of Institutions

1,345

Shares Held

287M

Call Options Held

40.9K

Put Options Held

41.6K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

Ticker SHY
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Beam Wealth Advisors, Inc. Ishares Barclays 1 3 Year Trea Transaction History