Clear Creek Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clear Creek Financial 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	$931K	Sell	11,274 -139	-1%	-$11.5K	0.07%	266
2025 Q4	$945K	Buy	11,413 +2,016	+21%	+$167K	0.08%	248
2025 Q3	$780K	Sell	9,397 -63	-0.7%	-$5.21K	0.07%	278
2025 Q2	$784K	Buy	9,460 +3,227	+52%	+$266K	0.07%	269
2025 Q1	$516K	Sell	6,233 -5,114	-45%	-$421K	0.05%	305
2024 Q4	$930K	Sell	11,347 -522	-4%	-$42.9K	0.1%	201
2024 Q3	$987K	Sell	11,869 -795	-6%	-$65.6K	0.11%	172
2024 Q2	$1.03M	Sell	12,664 -2,355	-16%	-$192K	0.13%	151
2024 Q1	$1.23M	Sell	15,019 -678	-4%	-$55.5K	0.16%	122
2023 Q4	$1.29M	Sell	15,697 -1,776	-10%	-$144K	0.2%	91
2023 Q3	$1.41M	Sell	17,473 -196	-1%	-$15.9K	0.25%	79
2023 Q2	$1.43M	Sell	17,669 -4,833	-21%	-$395K	0.25%	78
2023 Q1	$1.85M	Buy	22,502 +3,052	+16%	+$249K	0.35%	64
2022 Q4	$1.58M	Sell	19,450 -7,532	-28%	-$611K	0.35%	70
2022 Q3	$2.19M	Sell	26,982 -9,732	-27%	-$801K	0.48%	46
2022 Q2	$3.04M	Buy	36,714 +13,736	+60%	+$1.14M	0.64%	36
2022 Q1	$1.92M	Buy	22,978 +8,035	+54%	+$679K	0.3%	85
2021 Q4	$1.28M	Sell	14,943 -4,196	-22%	-$360K	0.19%	102
2021 Q3	$1.65M	Buy	19,139 +3,502	+22%	+$302K	0.26%	97
2021 Q2	$1.35M	Buy	+15,637	New	+$1.35M	0.21%	112
2021 Q1	–	Sell	-19,042	Closed	-$1.64M	–	217
2020 Q4	$1.64M	Sell	19,042 -247,194	-93%	-$21.4M	0.32%	63
2020 Q3	$23M	Buy	266,236 +243,807	+1,087%	+$21.1M	1.04%	23
2020 Q2	$1.94M	Buy	22,429 +1,930	+9%	+$167K	0.5%	39
2020 Q1	$1.77M	Buy	+20,499	New	+$1.75M	0.67%	29

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

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

Clear Creek Financial Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.2% in Q1 2026, selling an estimated $11.5K and leaving 11,274 shares worth $931K. The position accounts for 0.07% of the portfolio, ranked #266.

Clear Creek Financial Management first reported a position in SHY in Q1 2020 and has held it in 24 quarters since. The position peaked at $23M in Q3 2020. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Clear Creek Financial Management held 11,274 shares of iShares 1-3 Year Treasury Bond ETF worth $931K as of Q1 2026.
Clear Creek Financial Management sold 139 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $11.5K.
iShares 1-3 Year Treasury Bond ETF made up 0.07% of Clear Creek Financial Management's portfolio in Q1 2026, its #266 holding.
Clear Creek Financial Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2020 and has held it in 24 quarters since.
Clear Creek Financial Management's iShares 1-3 Year Treasury Bond ETF position peaked at $23M in Q3 2020.
1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

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