Kays Financial Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kays Financial Advisory’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
2020 Q3	$18.9M	Buy	170,502 +42,099	+33%	+$4.66M	3.03%	10
2020 Q2	$14.2M	Buy	128,403 +6,215	+5%	+$689K	2.47%	13
2020 Q1	$13.6M	Sell	122,188 -15,285	-11%	-$1.69M	2.78%	10
2019 Q4	$15.2M	Buy	137,473 +2,150	+2%	+$238K	2.67%	11
2019 Q3	$15M	Buy	135,323 +5,205	+4%	+$575K	2.74%	11
2019 Q2	$14.4M	Buy	130,118 +4,124	+3%	+$456K	2.64%	12
2019 Q1	$13.9M	Buy	+125,994	New	+$13.9M	2.7%	12

Other funds holding SHV

MFRM

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kays Financial Advisory's SHV Position: Q3 2020 in Review

Kays Financial Advisory increased its iShares 0-1 Year Treasury Bond ETF (SHV) stake by 33% in Q3 2020, buying an estimated $4.66M and bringing the position to 170,502 shares worth $18.9M. The position accounts for 3.03% of the portfolio, ranked #10.

Kays Financial Advisory first reported a position in SHV in Q1 2019 and has held it in 7 quarters since. 439 funds tracked by Wall St. Rank hold SHV as of Q3 2020.

Kays Financial Advisory held 170,502 shares of iShares 0-1 Year Treasury Bond ETF worth $18.9M as of Q3 2020.
Kays Financial Advisory bought 42,099 iShares 0-1 Year Treasury Bond ETF shares in Q3 2020, an estimated $4.66M.
iShares 0-1 Year Treasury Bond ETF made up 3.03% of Kays Financial Advisory's portfolio in Q3 2020, its #10 holding.
Kays Financial Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2019 and has held it in 7 quarters since.
439 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.