KWA
SHV icon

KCS Wealth Advisory’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

KCS Wealth 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
2019
Q4 		– Sell
-37,821
Closed -$4.18M – 358
2019
Q3 		$4.18M Sell
37,821
-9,375
-20% -$1.04M 2.89% 2
2019
Q2 		$5.22M Buy
47,196
+33,801
+252% +$3.73M 4.12% 1
2019
Q1 		$1.48M Buy
+13,395
New +$1.48M 1.29% 11
2018
Q2 		– Sell
-2,344
Closed -$259K – 164
2018
Q1 		$259K Buy
+2,344
New +$258K 0.24% 138

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return