Bright Futures Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bright Futures Wealth Management’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	$2.75M	Buy	33,339 +8,805	+36%	+$729K	1.88%	8
2025 Q4	$2.03M	Sell	24,534 -3,841	-14%	-$318K	1.5%	16
2025 Q3	$2.35M	Buy	+28,375	New	+$2.35M	1.84%	13
2025 Q1	$2.34M	Sell	28,321 -3,220	-10%	-$265K	2.57%	9
2024 Q4	$2.59M	Sell	31,541 -1,136	-3%	-$93.4K	2.31%	12
2024 Q3	$2.69M	Buy	32,677 +848	+3%	+$70K	1.3%	14
2024 Q2	$2.63M	Buy	31,829 +1,460	+5%	+$119K	1.43%	14
2024 Q1	$2.48M	Buy	+30,369	New	+$2.49M	1.34%	16

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 Futures Wealth Management's SHY Position: Q1 2026 in Review

Bright Futures Wealth Management increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 36% in Q1 2026, buying an estimated $729K and bringing the position to 33,339 shares worth $2.75M. The position accounts for 1.88% of the portfolio, ranked #8.

Bright Futures Wealth Management first reported a position in SHY in Q1 2024 and has held it in 8 quarters since. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Bright Futures Wealth Management held 33,339 shares of iShares 1-3 Year Treasury Bond ETF worth $2.75M as of Q1 2026.
Bright Futures Wealth Management bought 8,805 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $729K.
iShares 1-3 Year Treasury Bond ETF made up 1.88% of Bright Futures Wealth Management's portfolio in Q1 2026, its #8 holding.
Bright Futures Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and has held it in 8 quarters since.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.