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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
Q2 		– Sell
-4,740
Closed -$391K – 194
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearwater Capital Advisors's SHY Position: Q2 2026 in Review

Clearwater Capital Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2026, closing a stake of 4,740 shares — an estimated $391K sold.

Clearwater Capital Advisors first reported a position in SHY in Q4 2018 and held it in 17 quarters. The position peaked at $34.5M in Q4 2019. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Clearwater Capital Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Clearwater Capital Advisors sold 4,740 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $391K.
  • Clearwater Capital Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2018 and held it in 17 quarters.
  • Clearwater Capital Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $34.5M in Q4 2019.
  • 1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.