KJHP
SHV icon

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 		$1.66K 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return