Bright Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bright Financial Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$741K	Sell	9,025 -136	-1%	-$11.2K	0.31%	32
2026 Q1	$756K	Sell	9,161 -240	-3%	-$19.9K	0.35%	31
2025 Q4	$779K	Sell	9,401 -421	-4%	-$34.9K	0.37%	31
2025 Q3	$815K	Sell	9,822 -503	-5%	-$41.6K	0.4%	29
2025 Q2	$856K	Sell	10,325 -203	-2%	-$16.8K	0.47%	27
2025 Q1	$871K	Buy	10,528 +453	+4%	+$37.3K	0.53%	26
2024 Q4	$826K	Sell	10,075 -707	-7%	-$58.1K	0.52%	27
2024 Q3	$897K	Sell	10,782 -1,385	-11%	-$114K	0.57%	26
2024 Q2	$993K	Buy	+12,167	New	+$990K	0.7%	24

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bright Financial Advisors's SHY Position: Q2 2026 in Review

Bright Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.5% in Q2 2026, selling an estimated $11.2K and leaving 9,025 shares worth $741K. The position accounts for 0.31% of the portfolio, ranked #32.

Bright Financial Advisors first reported a position in SHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $993K in Q2 2024. 1,213 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bright Financial Advisors held 9,025 shares of iShares 1-3 Year Treasury Bond ETF worth $741K as of Q2 2026.
Bright Financial Advisors sold 136 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $11.2K.
iShares 1-3 Year Treasury Bond ETF made up 0.31% of Bright Financial Advisors's portfolio in Q2 2026, its #32 holding.
Bright Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Bright Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $993K in Q2 2024.
1,213 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.