K.J. Harrison & Partners’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

K.J. Harrison & Partners’s Portfolio SHV Stock Details SHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-15,000	Closed	-$1.67M	–	403
2021 Q3	$1.67M	Hold	15,000	–	–	0.24%	117
2021 Q2	$1.66M	Hold	15,000	–	–	0.17%	120
2021 Q1	$1.66M	Hold	15,000	–	–	0.26%	116
2020 Q4	$1.66M	Hold	15,000	–	–	0.27%	115
2020 Q3	$1.66M	Hold	15,000	–	–	0.34%	99
2020 Q2	$1.66M	Hold	15,000	–	–	0.45%	72
2020 Q1	$1.67M	Hold	15,000	–	–	0.93%	35
2019 Q4	$1.66M	Hold	15,000	–	–	0.42%	83
2019 Q3	$1.66M	Buy	+15,000	New	+$1.66M	0.46%	75

Other funds holding SHV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Peavine Capital Reno, Nevada $472M AUM 9.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

K.J. Harrison & Partners's SHV Position: Q4 2021 in Review

K.J. Harrison & Partners sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2021, closing a stake of 15,000 shares — an estimated $1.67M sold.

K.J. Harrison & Partners first reported a position in SHV in Q3 2019 and held it in 9 quarters. The position peaked at $1.67M in Q3 2021. 462 funds tracked by Wall St. Rank hold SHV as of Q4 2021.

K.J. Harrison & Partners reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
K.J. Harrison & Partners sold 15,000 iShares 0-1 Year Treasury Bond ETF shares in Q4 2021, an estimated $1.67M.
K.J. Harrison & Partners first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2019 and held it in 9 quarters.
K.J. Harrison & Partners's iShares 0-1 Year Treasury Bond ETF position peaked at $1.67M in Q3 2021.
462 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2021.

Based on K.J. Harrison & Partners's 13F filing for Q4 2021, filed 26 Jan 2022.