Clear Creek Financial Management’s First Trust Smith Unconstrained Bond ETF UCON Stock Holding History
Bought
Maintained
Sold
Other funds holding UCON
HI
Clear Creek Financial Management's UCON Position: Q1 2026 in Review
Clear Creek Financial Management reduced its First Trust Smith Unconstrained Bond ETF (UCON) stake by 1.6% in Q1 2026, selling an estimated $4.92K and leaving 12,159 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #500.
Clear Creek Financial Management first reported a position in UCON in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.5M in Q2 2022. 275 funds tracked by Wall St. Rank hold UCON as of Q1 2026.
- Clear Creek Financial Management held 12,159 shares of First Trust Smith Unconstrained Bond ETF worth $301K as of Q1 2026.
- Clear Creek Financial Management sold 196 First Trust Smith Unconstrained Bond ETF shares in Q1 2026, an estimated $4.92K.
- First Trust Smith Unconstrained Bond ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #500 holding.
- Clear Creek Financial Management first reported a position in First Trust Smith Unconstrained Bond ETF in Q2 2022 and has held it in 15 quarters since.
- Clear Creek Financial Management's First Trust Smith Unconstrained Bond ETF position peaked at $2.5M in Q2 2022.
- 275 funds tracked by Wall St. Rank held First Trust Smith Unconstrained Bond ETF as of Q1 2026.
Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.