Kayne Anderson Rudnick Investment Management
SHV icon

Kayne Anderson Rudnick Investment Management’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kayne Anderson Rudnick Investment Management’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
2024
Q2 		– Sell
-176
Closed -$19.5K – 1015
2024
Q1 		$19.5K Hold
176
– – ﹤0.01% 592
2023
Q4 		$19.4K Hold
176
– – ﹤0.01% 578
2023
Q3 		$19.4K Hold
176
– – ﹤0.01% 560
2023
Q2 		$19.4K Buy
+176
New +$19.4K ﹤0.01% 563

Other funds holding SHV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's SHV Position: Q2 2024 in Review

Kayne Anderson Rudnick Investment Management sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q2 2024, closing a stake of 176 shares — an estimated $19.5K sold.

Kayne Anderson Rudnick Investment Management first reported a position in SHV in Q2 2023 and held it in 4 quarters. The position peaked at $19.5K in Q1 2024. 674 funds tracked by Wall St. Rank hold SHV as of Q2 2024.

  • Kayne Anderson Rudnick Investment Management reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 176 iShares 0-1 Year Treasury Bond ETF shares in Q2 2024, an estimated $19.5K.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares 0-1 Year Treasury Bond ETF in Q2 2023 and held it in 4 quarters.
  • Kayne Anderson Rudnick Investment Management's iShares 0-1 Year Treasury Bond ETF position peaked at $19.5K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q2 2024.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.