Creative Financial Designs’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $287K | Buy |
3,476
+1,485
| +75% | +$123K | 0.02% | 444 |
|
|
2025
Q4 | $165K | Buy |
1,991
+664
| +50% | +$55K | 0.01% | 516 |
|
|
2025
Q3 | $110K | Buy |
1,327
+429
| +48% | +$35.5K | 0.01% | 618 |
|
|
2025
Q2 | $74.4K | Sell |
898
-48
| -5% | -$3.96K | 0.01% | 750 |
|
|
2025
Q1 | $78.3K | Buy |
946
+40
| +4% | +$3.29K | 0.01% | 690 |
|
|
2024
Q4 | $74.3K | Buy |
906
+23
| +3% | +$1.89K | 0.01% | 673 |
|
|
2024
Q3 | $73.4K | Buy |
883
+167
| +23% | +$13.8K | 0.01% | 670 |
|
|
2024
Q2 | $58.4K | Sell |
716
-2
| -0.3% | -$163 | 0.01% | 718 |
|
|
2024
Q1 | $58.7K | Sell |
718
-1,543
| -68% | -$126K | 0.01% | 689 |
|
|
2023
Q4 | $185K | Sell |
2,261
-917
| -29% | -$74.5K | 0.02% | 400 |
|
|
2023
Q3 | $257K | Buy |
3,178
+55
| +2% | +$4.45K | 0.03% | 295 |
|
|
2023
Q2 | $253K | Sell |
3,123
-597
| -16% | -$48.8K | 0.03% | 303 |
|
|
2023
Q1 | $306K | Buy |
3,720
+2,217
| +148% | +$181K | 0.04% | 273 |
|
|
2022
Q4 | $122K | Buy |
1,503
+809
| +117% | +$65.6K | 0.02% | 415 |
|
|
2022
Q3 | $56K | Buy |
694
+237
| +52% | +$19.5K | 0.01% | 533 |
|
|
2022
Q2 | $38K | Buy |
457
+185
| +68% | +$15.3K | 0.01% | 599 |
|
|
2022
Q1 | $23K | Sell |
272
-15
| -5% | -$1.27K | ﹤0.01% | 739 |
|
|
2021
Q4 | $25K | Sell |
287
-298
| -51% | -$25.6K | ﹤0.01% | 716 |
|
|
2021
Q3 | $50K | Hold |
585
| – | – | 0.01% | 613 |
|
|
2021
Q2 | $50K | Hold |
585
| – | – | 0.01% | 603 |
|
|
2021
Q1 | $50K | Hold |
585
| – | – | 0.01% | 566 |
|
|
2020
Q4 | $51K | Sell |
585
-234
| -29% | -$20.2K | 0.01% | 509 |
|
|
2020
Q3 | $71K | Buy |
819
+340
| +71% | +$29.4K | 0.02% | 404 |
|
|
2020
Q2 | $42K | Buy |
+479
| New | +$41.5K | 0.01% | 451 |
|
|
2019
Q4 | – | Sell |
-79
| Closed | -$7K | – | 617 |
|
|
2019
Q3 | $7K | Buy |
+79
| New | +$6.7K | ﹤0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-23
| Closed | -$2K | – | 595 |
|
|
2019
Q1 | $2K | Buy |
+23
| New | +$1.93K | ﹤0.01% | 509 |
|
|
2018
Q4 | – | Sell |
-151
| Closed | -$13K | – | 736 |
|
|
2018
Q3 | $13K | Hold |
151
| – | – | 0.01% | 402 |
|
|
2018
Q2 | $13K | Hold |
151
| – | – | 0.01% | 429 |
|
|
2018
Q1 | $13K | Sell |
151
-678
| -82% | -$56.7K | 0.01% | 391 |
|
|
2017
Q4 | $69K | Sell |
829
-1,729
| -68% | -$145K | 0.05% | 193 |
|
|
2017
Q3 | $216K | Buy |
2,558
+383
| +18% | +$32.4K | 0.12% | 132 |
|
|
2017
Q2 | $184K | Buy |
2,175
+619
| +40% | +$52.3K | 0.12% | 141 |
|
|
2017
Q1 | $131K | Buy |
1,556
+1,126
| +262% | +$95.1K | 0.09% | 161 |
|
|
2016
Q4 | $36K | Buy |
+430
| New | +$36.4K | 0.03% | 259 |
|
Other funds holding SHY
Creative Financial Designs's SHY Position: Q1 2026 in Review
Creative Financial Designs increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 75% in Q1 2026, buying an estimated $123K and bringing the position to 3,476 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #444.
Creative Financial Designs first reported a position in SHY in Q4 2016 and has held it in 34 quarters since. The position peaked at $306K in Q1 2023. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Creative Financial Designs held 3,476 shares of iShares 1-3 Year Treasury Bond ETF worth $287K as of Q1 2026.
- Creative Financial Designs bought 1,485 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $123K.
- iShares 1-3 Year Treasury Bond ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #444 holding.
- Creative Financial Designs first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2016 and has held it in 34 quarters since.
- Creative Financial Designs's iShares 1-3 Year Treasury Bond ETF position peaked at $306K in Q1 2023.
- 1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.