KCS Wealth Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

KCS Wealth Advisory’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-145	Closed	-$12.3K	–	360
2019 Q3	$12.3K	Buy	+145	New	+$12.3K	0.01%	340
2018 Q4	–	Sell	-4,209	Closed	-$350K	–	160
2018 Q3	$350K	Sell	4,209 -5,039	-54%	-$419K	0.32%	114
2018 Q2	$771K	Buy	9,248 +120	+1%	+$9.99K	0.72%	50
2018 Q1	$763K	Buy	9,128 +1,565	+21%	+$131K	0.69%	50
2017 Q4	$634K	Buy	+7,563	New	+$636K	0.61%	61

Other funds holding SHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KCS Wealth Advisory sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2019, closing a stake of 145 shares — an estimated $12.3K sold.

KCS Wealth Advisory first reported a position in SHY in Q4 2017 and held it in 5 quarters. The position peaked at $771K in Q2 2018. 764 funds tracked by Wall St. Rank hold SHY as of Q4 2019.

KCS Wealth Advisory reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 145 iShares 1-3 Year Treasury Bond ETF shares in Q4 2019, an estimated $12.3K.
KCS Wealth Advisory first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2017 and held it in 5 quarters.
KCS Wealth Advisory's iShares 1-3 Year Treasury Bond ETF position peaked at $771K in Q2 2018.
764 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2019.

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