Clear Creek Financial Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$267K	Sell	2,424 -4,604	-66%	-$507K	0.02%	555
2026 Q1	$776K	Sell	7,028 -3,032	-30%	-$334K	0.06%	299
2025 Q4	$1.11M	Sell	10,060 -7,460	-43%	-$823K	0.09%	218
2025 Q3	$1.94M	Sell	17,520 -26,649	-60%	-$2.94M	0.17%	129
2025 Q2	$4.88M	Sell	44,169 -6,589	-13%	-$727K	0.46%	44
2025 Q1	$5.61M	Buy	50,758 +6,664	+15%	+$735K	0.58%	34
2024 Q4	$4.86M	Buy	44,094 +23,982	+119%	+$2.64M	0.52%	41
2024 Q3	$2.22M	Buy	20,112 +3,095	+18%	+$342K	0.25%	87
2024 Q2	$1.88M	Buy	17,017 +164	+1%	+$18.1K	0.23%	90
2024 Q1	$1.86M	Buy	16,853 +11,003	+188%	+$1.21M	0.24%	87
2023 Q4	$644K	Buy	5,850 +338	+6%	+$37.3K	0.1%	166
2023 Q3	$609K	Buy	5,512 +1,263	+30%	+$139K	0.11%	148
2023 Q2	$469K	Sell	4,249 -13	-0.3%	-$1.43K	0.08%	186
2023 Q1	$471K	Sell	4,262 -275	-6%	-$30.3K	0.09%	161
2022 Q4	$499K	Buy	+4,537	New	+$499K	0.11%	150
2020 Q4	–	Sell	-47,276	Closed	-$5.23M	–	326
2020 Q3	$5.23M	Buy	+47,276	New	+$5.23M	0.24%	50

Other funds holding SHV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

HAFG

Hansen & Associates Financial Group Roseville, California $174M AUM 10.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

CFC

Client First Capital San Diego, California $251M AUM 18.48% 1-Year Est. Return

Alpha Zero Boca Raton, Florida $264M AUM 17.65% 1-Year Est. Return

LAS

Legacy Advisory Services Exton, Pennsylvania $142M AUM 13.41% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Clear Creek Financial Management's SHV Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 66% in Q2 2026, selling an estimated $507K and leaving 2,424 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #555.

Clear Creek Financial Management first reported a position in SHV in Q3 2020 and has held it in 16 quarters since. The position peaked at $5.61M in Q1 2025. 257 funds tracked by Wall St. Rank hold SHV as of Q2 2026.

Clear Creek Financial Management held 2,424 shares of iShares 0-1 Year Treasury Bond ETF worth $267K as of Q2 2026.
Clear Creek Financial Management sold 4,604 iShares 0-1 Year Treasury Bond ETF shares in Q2 2026, an estimated $507K.
iShares 0-1 Year Treasury Bond ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #555 holding.
Clear Creek Financial Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and has held it in 16 quarters since.
Clear Creek Financial Management's iShares 0-1 Year Treasury Bond ETF position peaked at $5.61M in Q1 2025.
257 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.