CreativeOne Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

CreativeOne Wealth’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	$1.44M	Buy	17,411 +8,719	+100%	+$722K	0.03%	448
2025 Q4	$720K	Buy	8,692 +967	+13%	+$80.2K	0.02%	663
2025 Q3	$641K	Sell	7,725 -58,958	-88%	-$4.88M	0.02%	686
2025 Q2	$5.53M	Buy	66,683 +28,403	+74%	+$2.34M	0.14%	139
2025 Q1	$3.17M	Buy	38,280 +801	+2%	+$65.9K	0.09%	208
2024 Q4	$3.07M	Buy	37,479 +6,914	+23%	+$568K	0.09%	199
2024 Q3	$2.54M	Buy	30,565 +4,362	+17%	+$360K	0.09%	221
2024 Q2	$2.14M	Buy	26,203 +244	+0.9%	+$19.9K	0.11%	187
2024 Q1	$2.12M	Buy	25,959 +16,851	+185%	+$1.38M	0.08%	222
2023 Q4	$747K	Sell	9,108 -4,211	-32%	-$342K	0.05%	300
2023 Q3	$1.08M	Sell	13,319 -178,347	-93%	-$14.4M	0.08%	230
2023 Q2	$15.5M	Sell	191,666 -131,760	-41%	-$10.8M	0.72%	27
2023 Q1	$26.6M	Buy	323,426 +15,997	+5%	+$1.3M	1.31%	15
2022 Q4	$25M	Sell	307,429 -44,724	-13%	-$3.63M	1.37%	13
2022 Q3	$28.6M	Sell	352,153 -188,143	-35%	-$15.5M	1.72%	11
2022 Q2	$44.7M	Sell	540,296 -42,234	-7%	-$3.5M	2.42%	6
2022 Q1	$48.6M	Buy	+582,530	New	+$49.2M	2.52%	6
2021 Q4	–	Sell	-19,579	Closed	-$1.69M	–	787
2021 Q3	$1.69M	Buy	19,579 +10,518	+116%	+$907K	0.1%	175
2021 Q2	$781K	Sell	9,061 -140,047	-94%	-$12.1M	0.05%	298
2021 Q1	$12.9M	Buy	149,108 +130,962	+722%	+$11.3M	0.97%	19
2020 Q4	$1.57M	Sell	18,146 -7,986	-31%	-$690K	0.13%	130
2020 Q3	$2.26M	Sell	26,132 -22,666	-46%	-$1.96M	0.31%	54
2020 Q2	$4.23M	Sell	48,798 -106,669	-69%	-$9.24M	0.66%	29
2020 Q1	$13.5M	Buy	155,467 +123,575	+387%	+$10.6M	2.57%	11
2019 Q4	$2.7M	Sell	31,892 -66,976	-68%	-$5.67M	0.46%	38
2019 Q3	$8.39M	Buy	98,868 +13,730	+16%	+$1.16M	1.62%	14
2019 Q2	$7.22M	Buy	+85,138	New	+$7.17M	1.52%	14

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

CreativeOne Wealth's SHY Position: Q1 2026 in Review

CreativeOne Wealth increased its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 100% in Q1 2026, buying an estimated $722K and bringing the position to 17,411 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #448.

CreativeOne Wealth first reported a position in SHY in Q2 2019 and has held it in 27 quarters since. The position peaked at $48.6M in Q1 2022. 1,217 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

CreativeOne Wealth held 17,411 shares of iShares 1-3 Year Treasury Bond ETF worth $1.44M as of Q1 2026.
CreativeOne Wealth bought 8,719 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $722K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #448 holding.
CreativeOne Wealth first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2019 and has held it in 27 quarters since.
CreativeOne Wealth's iShares 1-3 Year Treasury Bond ETF position peaked at $48.6M in Q1 2022.
1,217 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.