Karn Couzens & Associates’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Karn Couzens & Associates’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
2022 Q1	$3.14M	Buy	28,515 +4,570	+19%	+$504K	2%	11
2021 Q4	$2.64M	Buy	23,945 +4,150	+21%	+$458K	1.81%	10
2021 Q3	$2.19M	Sell	19,795 -202	-1%	-$22.3K	1.67%	11
2021 Q2	$2.21M	Sell	19,997 -5,195	-21%	-$574K	1.71%	10
2021 Q1	$2.78M	Buy	25,192 +2,350	+10%	+$260K	2.5%	9
2020 Q4	$2.52M	Buy	+22,842	New	+$2.53M	2.39%	9

Other funds holding SHV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return

Karn Couzens & Associates's SHV Position: Q1 2022 in Review

Karn Couzens & Associates increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 19% in Q1 2022, buying an estimated $504K and bringing the position to 28,515 shares worth $3.14M. The position accounts for 2% of the portfolio, ranked #11.

Karn Couzens & Associates first reported a position in SHV in Q4 2020 and has held it in 6 quarters since. 491 funds tracked by Wall St. Rank hold SHV as of Q1 2022.

Karn Couzens & Associates held 28,515 shares of iShares 0-1 Year Treasury Bond ETF worth $3.14M as of Q1 2022.
Karn Couzens & Associates bought 4,570 iShares 0-1 Year Treasury Bond ETF shares in Q1 2022, an estimated $504K.
iShares 0-1 Year Treasury Bond ETF made up 2% of Karn Couzens & Associates's portfolio in Q1 2022, its #11 holding.
Karn Couzens & Associates first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and has held it in 6 quarters since.
491 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.