Clear Creek Financial Management’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6,403	Closed	-$330K	–	150
2020 Q4	$330K	Buy	+6,403	New	+$330K	0.06%	229
2020 Q3	–	Sell	-121,648	Closed	-$6.26M	–	169
2020 Q2	$6.26M	Buy	121,648 +116,702	+2,360%	+$5.96M	1.62%	13
2020 Q1	$252K	Buy	+4,946	New	+$250K	0.1%	133

Other funds holding ISTB

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Clear Creek Financial Management's ISTB Position: Q1 2021 in Review

Clear Creek Financial Management sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q1 2021, closing a stake of 6,403 shares — an estimated $330K sold.

Clear Creek Financial Management first reported a position in ISTB in Q1 2020 and held it in 3 quarters. The position peaked at $6.26M in Q2 2020. 328 funds tracked by Wall St. Rank hold ISTB as of Q1 2021.

Clear Creek Financial Management reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q1 2021 after selling out during the quarter.
Clear Creek Financial Management sold 6,403 iShares Core 1-5 Year USD Bond ETF shares in Q1 2021, an estimated $330K.
Clear Creek Financial Management first reported a position in iShares Core 1-5 Year USD Bond ETF in Q1 2020 and held it in 3 quarters.
Clear Creek Financial Management's iShares Core 1-5 Year USD Bond ETF position peaked at $6.26M in Q2 2020.
328 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q1 2021.

Based on Clear Creek Financial Management's 13F filing for Q1 2021, filed 23 Apr 2021.