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 Q2	$2.36M	Sell	28,719 -4,620	-14%	-$380K	1.52%	12
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 $1.89T 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 Futures Wealth Management's SHY Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 14% in Q2 2026, selling an estimated $380K and leaving 28,719 shares worth $2.36M. The position accounts for 1.52% of the portfolio, ranked #12.

Bright Futures Wealth Management first reported a position in SHY in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q1 2026. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Bright Futures Wealth Management held 28,719 shares of iShares 1-3 Year Treasury Bond ETF worth $2.36M as of Q2 2026.
Bright Futures Wealth Management sold 4,620 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $380K.
iShares 1-3 Year Treasury Bond ETF made up 1.52% of Bright Futures Wealth Management's portfolio in Q2 2026, its #12 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 9 quarters since.
Bright Futures Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $2.75M in Q1 2026.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.