Beacon Investment Advisory Services Inc. Has $63.69 Million Stock Position in iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Francis Steltz on Aug 8th, 2026

Beacon Investment Advisory Services Inc. decreased its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 0.8% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 775,709 shares of the company’s stock after selling 6,426 shares during the quarter. iShares 1-3 Year Treasury Bond ETF makes up approximately 2.4% of Beacon Investment Advisory Services Inc.’s holdings, making the stock its 9th largest holding. Beacon Investment Advisory Services Inc.’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $63,693,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. MCF Advisors LLC acquired a new stake in iShares 1-3 Year Treasury Bond ETF in the fourth quarter worth about $25,000. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 345.8% in the 1st quarter. Whittier Trust Co. of Nevada Inc. now owns 321 shares of the company’s stock valued at $26,000 after purchasing an additional 249 shares during the last quarter. Ashton Thomas Securities LLC bought a new position in shares of iShares 1-3 Year Treasury Bond ETF in the 1st quarter valued at about $30,000. Valley National Advisers Inc. acquired a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the 4th quarter worth approximately $33,000. Finally, Merkkuri Wealth Advisors LLC bought a new stake in shares of iShares 1-3 Year Treasury Bond ETF during the first quarter worth approximately $38,000. 23.15% of the stock is owned by institutional investors and hedge funds.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of SHY stock opened at $81.92 on Friday. The firm’s 50 day moving average price is $81.95 and its two-hundred day moving average price is $82.36. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $81.75 and a 52-week high of $83.20. The stock has a market cap of $25.09 billion, a PE ratio of 3,747.73 and a beta of 0.05.

iShares 1-3 Year Treasury Bond ETF Increases Dividend

The business also recently disclosed a monthly dividend, which was paid on Thursday, August 6th. Investors of record on Monday, August 3rd were paid a dividend of $0.2508 per share. This represents a c) dividend on an annualized basis and a dividend yield of 3.7%. This is a boost from iShares 1-3 Year Treasury Bond ETF’s previous monthly dividend of $0.24. The ex-dividend date of this dividend was Monday, August 3rd.

iShares 1-3 Year Treasury Bond ETF Company Profile

(Free Report)

The iShares 1-3 Year Treasury Bond ETF (SHY) is an exchange-traded fund that is based on the U.S. Treasury 1-3 Year index. The fund tracks a market weighted index of debt issued by the US Treasury with 1-3 years remaining to maturity. Treasury STRIPS are excluded. SHY was launched on Jul 22, 2002 and is managed by BlackRock.