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 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 $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bright Financial Advisors's SHY Position: Q1 2026 in Review

Bright Financial Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.6% in Q1 2026, selling an estimated $19.9K and leaving 9,161 shares worth $756K. The position accounts for 0.35% of the portfolio, ranked #31.

Bright Financial Advisors first reported a position in SHY in Q2 2024 and has held it in 8 quarters since. The position peaked at $993K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Bright Financial Advisors held 9,161 shares of iShares 1-3 Year Treasury Bond ETF worth $756K as of Q1 2026.
Bright Financial Advisors sold 240 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $19.9K.
iShares 1-3 Year Treasury Bond ETF made up 0.35% of Bright Financial Advisors's portfolio in Q1 2026, its #31 holding.
Bright Financial Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2024 and has held it in 8 quarters since.
Bright Financial Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $993K in Q2 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.