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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIC

Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KCS Wealth Advisory's SHV Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2019, closing a stake of 37,821 shares — an estimated $4.18M sold.

KCS Wealth Advisory first reported a position in SHV in Q1 2018 and held it in 4 quarters. The position peaked at $5.22M in Q2 2019. 392 funds tracked by Wall St. Rank hold SHV as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 37,821 iShares 0-1 Year Treasury Bond ETF shares in Q4 2019, an estimated $4.18M.
KCS Wealth Advisory first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2018 and held it in 4 quarters.
KCS Wealth Advisory's iShares 0-1 Year Treasury Bond ETF position peaked at $5.22M in Q2 2019.
392 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.