Clear Creek Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clear Creek Financial Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$532K	Sell	6,789 -517	-7%	-$40.7K	0.04%	379
2025 Q4	$576K	Buy	7,306 +361	+5%	+$28.5K	0.05%	346
2025 Q3	$548K	Buy	6,945 +641	+10%	+$50.4K	0.05%	344
2025 Q2	$496K	Buy	6,304 +1,179	+23%	+$92.2K	0.05%	346
2025 Q1	$401K	Buy	+5,125	New	+$398K	0.04%	342
2024 Q3	–	Sell	-3,199	Closed	-$245K	–	461
2024 Q2	$245K	Sell	3,199 -6,172	-66%	-$471K	0.03%	377
2024 Q1	$718K	Buy	9,371 +102	+1%	+$7.82K	0.09%	189
2023 Q4	$713K	Buy	9,269 +105	+1%	+$7.95K	0.11%	156
2023 Q3	$689K	Sell	9,164 -463	-5%	-$34.9K	0.12%	140
2023 Q2	$728K	Buy	9,627 +2,122	+28%	+$162K	0.13%	136
2023 Q1	$574K	Buy	+7,505	New	+$569K	0.11%	144
2022 Q3	–	Sell	-2,617	Closed	-$201K	–	289
2022 Q2	$201K	Sell	2,617 -756	-22%	-$58.2K	0.04%	282
2022 Q1	$263K	Buy	3,373 +277	+9%	+$22K	0.04%	276
2021 Q4	$250K	Sell	3,096 -1,492	-33%	-$121K	0.04%	280
2021 Q3	$376K	Buy	4,588 +1	+0%	+$82	0.06%	216
2021 Q2	$377K	Buy	+4,587	New	+$377K	0.06%	208
2021 Q1	–	Sell	-4,322	Closed	-$358K	–	77
2020 Q4	$358K	Sell	4,322 -553,914	-99%	-$45.9M	0.07%	218
2020 Q3	$46.4M	Buy	558,236 +554,244	+13,884%	+$46.1M	2.1%	14
2020 Q2	$331K	Buy	+3,992	New	+$330K	0.09%	168

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Creek Financial Management's BSV Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.1% in Q1 2026, selling an estimated $40.7K and leaving 6,789 shares worth $532K. The position accounts for 0.04% of the portfolio, ranked #379.

Clear Creek Financial Management first reported a position in BSV in Q2 2020 and has held it in 19 quarters since. The position peaked at $46.4M in Q3 2020. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Clear Creek Financial Management held 6,789 shares of Vanguard Short-Term Bond ETF worth $532K as of Q1 2026.
Clear Creek Financial Management sold 517 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $40.7K.
Vanguard Short-Term Bond ETF made up 0.04% of Clear Creek Financial Management's portfolio in Q1 2026, its #379 holding.
Clear Creek Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 19 quarters since.
Clear Creek Financial Management's Vanguard Short-Term Bond ETF position peaked at $46.4M in Q3 2020.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.