Beam Wealth Advisors Inc. Sells 11,572 Shares of iShares 1-3 Year Treasury Bond ETF $SHY

Posted by Casey Walker on May 11th, 2026

Beam Wealth Advisors Inc. decreased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 17.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 54,937 shares of the company’s stock after selling 11,572 shares during the quarter. iShares 1-3 Year Treasury Bond ETF accounts for about 1.2% of Beam Wealth Advisors Inc.’s portfolio, making the stock its 14th largest position. Beam Wealth Advisors Inc.’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $4,550,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. TruWealth Advisors LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 4.5% in the 4th quarter. TruWealth Advisors LLC now owns 2,828 shares of the company’s stock worth $234,000 after buying an additional 121 shares during the last quarter. Bryn Mawr Trust Advisors LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 2.3% in the 4th quarter. Bryn Mawr Trust Advisors LLC now owns 5,644 shares of the company’s stock worth $467,000 after buying an additional 126 shares during the last quarter. Aspire Growth Partners LLC increased its holdings in shares of iShares 1-3 Year Treasury Bond ETF by 1.0% in the 3rd quarter. Aspire Growth Partners LLC now owns 13,284 shares of the company’s stock worth $1,102,000 after buying an additional 127 shares during the last quarter. Onyx Bridge Wealth Group LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 2.5% in the 3rd quarter. Onyx Bridge Wealth Group LLC now owns 5,268 shares of the company’s stock valued at $437,000 after purchasing an additional 128 shares in the last quarter. Finally, Belpointe Asset Management LLC boosted its stake in shares of iShares 1-3 Year Treasury Bond ETF by 0.8% in the 3rd quarter. Belpointe Asset Management LLC now owns 17,415 shares of the company’s stock valued at $1,445,000 after purchasing an additional 131 shares in the last quarter. Institutional investors own 23.15% of the company’s stock.

iShares 1-3 Year Treasury Bond ETF Stock Performance

Shares of iShares 1-3 Year Treasury Bond ETF stock opened at $82.30 on Monday. iShares 1-3 Year Treasury Bond ETF has a 52-week low of $82.10 and a 52-week high of $83.20. The stock has a market capitalization of $25.20 billion, a price-to-earnings ratio of 3,747.73 and a beta of 0.05. The company has a fifty day moving average of $82.53 and a 200-day moving average of $82.76.

iShares 1-3 Year Treasury Bond ETF Dividend Announcement

The firm also recently disclosed a monthly dividend, which was paid on Wednesday, May 6th. Stockholders of record on Friday, May 1st were paid a $0.2428 dividend. The ex-dividend date of this dividend was Friday, May 1st. This represents a c) dividend on an annualized basis and a dividend yield of 3.5%.

iShares 1-3 Year Treasury Bond ETF 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.