Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KCM
Karp Capital Management’s
iShares 1-3 Year Treasury Bond ETF
SHY
Stock Holding History
Karp Capital Management’s Portfolio
SHY Stock Details
SHY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-2,745
Closed
-$235K
–
161
2021
Q4
$235K
Sell
2,745
-1,214
-31%
-$104K
0.03%
141
2021
Q3
$341K
Sell
3,959
-522
-12%
-$45K
0.05%
133
2021
Q2
$386K
Sell
4,481
-15,688
-78%
-$1.35M
0.06%
128
2021
Q1
$1.74M
Buy
20,169
+184
+0.9%
+$15.9K
0.31%
76
2020
Q4
$1.73M
Sell
19,985
-651
-3%
-$56.2K
0.36%
70
2020
Q3
$1.78M
Buy
20,636
+16,157
+361%
+$1.4M
0.44%
63
2020
Q2
$388K
Buy
+4,479
New
+$388K
0.11%
74
2019
Q3
–
Sell
-3,604
Closed
-$306K
–
106
2019
Q2
$306K
Sell
3,604
-2,400
-40%
-$202K
0.1%
94
2019
Q1
$505K
Buy
6,004
+6,000
+150,000%
+$502K
0.18%
88
2018
Q4
$0
Buy
+4
New
+$332
﹤0.01%
416
2015
Q4
–
Sell
-268
Closed
-$23K
–
251
2015
Q3
$23K
Hold
268
–
–
0.02%
222
2015
Q2
$23K
Hold
268
–
–
0.02%
238
2015
Q1
$23K
Hold
268
–
–
0.02%
236
2014
Q4
$23K
Buy
+268
New
+$22.7K
0.02%
229
Other funds holding SHY
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Members Trust
Tampa, Florida
$3.01B AUM
10.24%
1-Year Est. Return
PI
PineBridge Investments
New York
$11.9B AUM
23.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close