Clearwater Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Clearwater Capital Advisors’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	$391K	Sell	4,740 -1,330	-22%	-$110K	0.03%	130
2025 Q4	$503K	Sell	6,070 -3,732	-38%	-$309K	0.04%	112
2025 Q3	$813K	Hold	9,802	–	–	0.07%	91
2025 Q2	$812K	Sell	9,802 -1,447	-13%	-$119K	0.07%	88
2025 Q1	$931K	Sell	11,249 -165	-1%	-$13.6K	0.09%	80
2024 Q4	$936K	Sell	11,414 -239	-2%	-$19.6K	0.09%	79
2024 Q3	$969K	Sell	11,653 -17,563	-60%	-$1.45M	0.09%	79
2024 Q2	$2.39M	Sell	29,216 -380	-1%	-$30.9K	0.25%	50
2024 Q1	$2.42M	Buy	29,596 +227	+0.8%	+$18.6K	0.26%	51
2023 Q4	$2.41M	Buy	+29,369	New	+$2.39M	0.27%	49
2022 Q2	–	Sell	-2,981	Closed	-$248K	–	168
2022 Q1	$248K	Buy	+2,981	New	+$252K	0.03%	147
2020 Q2	–	Sell	-4,803	Closed	-$416K	–	146
2020 Q1	$416K	Sell	4,803 -402,272	-99%	-$34.4M	0.09%	101
2019 Q4	$34.5M	Buy	407,075 +24,362	+6%	+$2.06M	5.74%	2
2019 Q3	$32.5M	Buy	382,713 +13,651	+4%	+$1.16M	5.73%	2
2019 Q2	$31.3M	Buy	369,062 +50,099	+16%	+$4.22M	5.68%	1
2019 Q1	$26.8M	Buy	318,963 +314,717	+7,412%	+$26.3M	5.03%	1
2018 Q4	$355K	Buy	+4,246	New	+$353K	0.08%	162

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

Clearwater Capital Advisors's SHY Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 22% in Q1 2026, selling an estimated $110K and leaving 4,740 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #130.

Clearwater Capital Advisors first reported a position in SHY in Q4 2018 and has held it in 17 quarters since. The position peaked at $34.5M in Q4 2019. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Clearwater Capital Advisors held 4,740 shares of iShares 1-3 Year Treasury Bond ETF worth $391K as of Q1 2026.
Clearwater Capital Advisors sold 1,330 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $110K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #130 holding.
Clearwater Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and has held it in 17 quarters since.
Clearwater Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $34.5M in Q4 2019.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.