Beacon Wealthcare LLC’s Ishares Tr Position
Does Beacon Wealthcare LLC own Ishares Tr (SHY)? Yes — 105.7K shares worth $9M (+2.78% of its 13F portfolio) as of Q2 2026, up from 103.5K shares the prior filed quarter.
Position Value
$9M
Q2 2026
Shares
105.7K
% of Portfolio
+2.78%
Quarters Held
15
currently held
Position History SHY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2026 | 105.7K | $9M | +2.78% |
| Q1 2026 | 103.5K | $9M | +3.01% |
| Q4 2025 | 101.2K | $8M | +2.88% |
| Q3 2025 | 96.3K | $8M | +2.81% |
| Q2 2025 | 93.1K | $8M | +2.91% |
| Q1 2025 | 91.2K | $8M | +3.07% |
| Q4 2024 | 89.7K | $7M | +2.98% |
| Q3 2024 | 83.5K | $7M | +2.80% |
| Q2 2024 | 78.3K | $6M | +2.79% |
| Q1 2024 | 63.4K | $5M | +2.36% |
| Q4 2023 | 52.0K | $4M | +2.05% |
| Q3 2023 | 21.2K | $2M | +0.91% |
| Q2 2023 | 19.4K | $2M | +0.80% |
| Q1 2023 | 18.3K | $2M | +0.79% |
| Q4 2022 | 23.9K | $2M | +1.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Wealthcare LLC’s full portfolio or all institutional holders of SHY.