Clear Creek Financial Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
9,460
+3,227
| +52% | +$267K | 0.07% | 269 |
|
|
2025
Q1 | $516K | Sell |
6,233
-5,114
| -45% | -$423K | 0.05% | 305 |
|
|
2024
Q4 | $930K | Sell |
11,347
-522
| -4% | -$42.8K | 0.1% | 201 |
|
|
2024
Q3 | $987K | Sell |
11,869
-795
| -6% | -$66.1K | 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% | -$55.4K | 0.16% | 122 |
|
|
2023
Q4 | $1.29M | Sell |
15,697
-1,776
| -10% | -$146K | 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% | -$392K | 0.25% | 78 |
|
|
2023
Q1 | $1.85M | Buy |
22,502
+3,052
| +16% | +$251K | 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% | -$790K | 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% | +$670K | 0.3% | 85 |
|
|
2021
Q4 | $1.28M | Sell |
14,943
-4,196
| -22% | -$359K | 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% | -$21.3M | 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 | +$1.77M | 0.67% | 29 |
|