Creative Planning’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 | $11.7M | Sell |
141,791
-14,056
| -9% | -$1.16M | 0.01% | 623 |
|
|
2025
Q4 | $12.9M | Buy |
155,847
+3,285
| +2% | +$272K | 0.01% | 521 |
|
|
2025
Q3 | $12.7M | Sell |
152,562
-13,293
| -8% | -$1.1M | 0.01% | 488 |
|
|
2025
Q2 | $13.7M | Sell |
165,855
-7,969
| -5% | -$658K | 0.01% | 427 |
|
|
2025
Q1 | $14.4M | Sell |
173,824
-3,068
| -2% | -$252K | 0.01% | 391 |
|
|
2024
Q4 | $14.5M | Buy |
176,892
+12,500
| +8% | +$1.03M | 0.01% | 357 |
|
|
2024
Q3 | $13.7M | Sell |
164,392
-11,765
| -7% | -$971K | 0.01% | 354 |
|
|
2024
Q2 | $14.4M | Buy |
176,157
+1,947
| +1% | +$158K | 0.02% | 327 |
|
|
2024
Q1 | $14.2M | Sell |
174,210
-21,625
| -11% | -$1.77M | 0.02% | 323 |
|
|
2023
Q4 | $16.1M | Buy |
195,835
+12,839
| +7% | +$1.04M | 0.03% | 287 |
|
|
2023
Q3 | $14.8M | Sell |
182,996
-15,541
| -8% | -$1.26M | 0.02% | 285 |
|
|
2023
Q2 | $16.1M | Buy |
198,537
+8,474
| +4% | +$693K | 0.02% | 261 |
|
|
2023
Q1 | $15.6M | Buy |
190,063
+22,970
| +14% | +$1.87M | 0.02% | 254 |
|
|
2022
Q4 | $13.6M | Sell |
167,093
-9,971
| -6% | -$809K | 0.02% | 269 |
|
|
2022
Q3 | $14.4M | Buy |
177,064
+85,299
| +93% | +$7.02M | 0.02% | 235 |
|
|
2022
Q2 | $7.6M | Sell |
91,765
-135,880
| -60% | -$11.3M | 0.01% | 370 |
|
|
2022
Q1 | $19M | Buy |
227,645
+7,595
| +3% | +$642K | 0.03% | 211 |
|
|
2021
Q4 | $18.8M | Buy |
220,050
+125,819
| +134% | +$10.8M | 0.03% | 195 |
|
|
2021
Q3 | $8.12M | Sell |
94,231
-6,779
| -7% | -$584K | 0.01% | 300 |
|
|
2021
Q2 | $8.7M | Sell |
101,010
-28,559
| -22% | -$2.46M | 0.02% | 293 |
|
|
2021
Q1 | $11.2M | Sell |
129,569
-26,772
| -17% | -$2.31M | 0.02% | 253 |
|
|
2020
Q4 | $13.5M | Sell |
156,341
-25,310
| -14% | -$2.19M | 0.03% | 208 |
|
|
2020
Q3 | $15.7M | Buy |
181,651
+1,618
| +0.9% | +$140K | 0.04% | 164 |
|
|
2020
Q2 | $15.6M | Buy |
180,033
+163,394
| +982% | +$14.2M | 0.05% | 143 |
|
|
2020
Q1 | $1.44M | Sell |
16,639
-2,124
| -11% | -$181K | 0.01% | 528 |
|
|
2019
Q4 | $1.59M | Sell |
18,763
-1,629
| -8% | -$138K | ﹤0.01% | 594 |
|
|
2019
Q3 | $1.73M | Sell |
20,392
-796
| -4% | -$67.5K | 0.01% | 542 |
|
|
2019
Q2 | $1.8M | Buy |
21,188
+3,953
| +23% | +$333K | 0.01% | 536 |
|
|
2019
Q1 | $1.45M | Sell |
17,235
-866
| -5% | -$72.5K | 0.01% | 584 |
|
|
2018
Q4 | $1.51M | Buy |
18,101
+481
| +3% | +$40K | 0.01% | 503 |
|
|
2018
Q3 | $1.46M | Buy |
17,620
+3,355
| +24% | +$279K | 0.01% | 587 |
|
|
2018
Q2 | $1.19M | Buy |
14,265
+120
| +0.8% | +$9.99K | ﹤0.01% | 657 |
|
|
2018
Q1 | $1.18M | Sell |
14,145
-2,539
| -15% | -$212K | ﹤0.01% | 650 |
|
|
2017
Q4 | $1.4M | Sell |
16,684
-2,290
| -12% | -$193K | 0.01% | 569 |
|
|
2017
Q3 | $1.6M | Sell |
18,974
-919
| -5% | -$77.7K | 0.01% | 532 |
|
|
2017
Q2 | $1.68M | Sell |
19,893
-4,462
| -18% | -$377K | 0.01% | 491 |
|
|
2017
Q1 | $2.06M | Buy |
24,355
+4,382
| +22% | +$370K | 0.01% | 412 |
|
|
2016
Q4 | $1.69M | Buy |
19,973
+9,754
| +95% | +$826K | 0.01% | 451 |
|
|
2016
Q3 | $869K | Sell |
10,219
-4,784
| -32% | -$407K | 0.01% | 654 |
|
|
2016
Q2 | $1.28M | Sell |
15,003
-1,393
| -8% | -$118K | 0.01% | 452 |
|
|
2016
Q1 | $1.39M | Sell |
16,396
-501
| -3% | -$42.5K | 0.01% | 402 |
|
|
2015
Q4 | $1.43M | Sell |
16,897
-14,719
| -47% | -$1.25M | 0.01% | 393 |
|
|
2015
Q3 | $2.69M | Buy |
31,616
+16,714
| +112% | +$1.42M | 0.02% | 245 |
|
|
2015
Q2 | $1.26M | Sell |
14,902
-82
| -0.5% | -$6.96K | 0.01% | 405 |
|
|
2015
Q1 | $1.27M | Buy |
14,984
+437
| +3% | +$37K | 0.01% | 392 |
|
|
2014
Q4 | $1.23M | Buy |
14,547
+460
| +3% | +$38.9K | 0.01% | 387 |
|
|
2014
Q3 | $1.19M | Sell |
14,087
-1,480
| -10% | -$125K | 0.01% | 348 |
|
|
2014
Q2 | $1.32M | Buy |
15,567
+1,731
| +13% | +$146K | 0.02% | 318 |
|
|
2014
Q1 | $1.17M | Buy |
13,836
+2,329
| +20% | +$197K | 0.02% | 325 |
|
|
2013
Q4 | $971K | Sell |
11,507
-3,021
| -21% | -$255K | 0.02% | 311 |
|
|
2013
Q3 | $1.23M | Buy |
14,528
+1,986
| +16% | +$167K | 0.02% | 231 |
|
|
2013
Q2 | $1.06M | Buy |
+12,542
| New | +$1.06M | 0.02% | 219 |
|
Other funds holding SHY
Creative Planning's SHY Position: Q1 2026 in Review
Creative Planning reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 9% in Q1 2026, selling an estimated $1.16M and leaving 141,791 shares worth $11.7M. The position accounts for 0.01% of the portfolio, ranked #623.
Creative Planning first reported a position in SHY in Q2 2013 and has held it in 52 quarters since. The position peaked at $19M in Q1 2022. 1,215 funds tracked by Wall St. Rank hold SHY as of Q1 2026.
- Creative Planning held 141,791 shares of iShares 1-3 Year Treasury Bond ETF worth $11.7M as of Q1 2026.
- Creative Planning sold 14,056 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.16M.
- iShares 1-3 Year Treasury Bond ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #623 holding.
- Creative Planning first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's iShares 1-3 Year Treasury Bond ETF position peaked at $19M in Q1 2022.
- 1,215 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.