KFS
SHV icon

Kelly Financial Services’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-119
Closed -$13.1K – 634
2024
Q2 		$13.1K Buy
119
+107
+892% +$11.8K ﹤0.01% 386
2024
Q1 		$1.33K Sell
12
-408
-97% -$45K ﹤0.01% 645
2023
Q4 		$46.3K Buy
420
+349
+492% +$38.5K 0.02% 215
2023
Q3 		$7.8K Sell
71
-110
-61% -$12.1K ﹤0.01% 406
2023
Q2 		$20K Buy
181
+63
+53% +$6.95K 0.01% 287
2023
Q1 		$13K Sell
118
-356
-75% -$39.2K 0.01% 319
2022
Q4 		$52.2K Sell
474
-620
-57% -$68.1K 0.03% 165
2022
Q3 		$120K Buy
1,094
+628
+135% +$69.1K 0.07% 101
2022
Q2 		$51.3K Buy
466
+182
+64% +$20.1K 0.03% 158
2022
Q1 		$31.3K Buy
+284
New +$31.3K 0.01% 228
2021
Q2 		– Sell
-280
Closed -$30.9K – 665
2021
Q1 		$30.9K Buy
+280
New +$30.9K 0.02% 177
2020
Q4 		– Sell
-166
Closed -$18.4K – 614
2020
Q3 		$18.4K Hold
166
– – 0.01% 186
2020
Q2 		$18.4K Hold
166
– – 0.01% 173
2020
Q1 		$18.4K Buy
+166
New +$18.4K 0.02% 145

Other funds holding SHV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

Kelly Financial Services's SHV Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2024, closing a stake of 119 shares — an estimated $13.1K sold.

Kelly Financial Services first reported a position in SHV in Q1 2020 and held it in 14 quarters. The position peaked at $120K in Q3 2022. 675 funds tracked by Wall St. Rank hold SHV as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 119 iShares 0-1 Year Treasury Bond ETF shares in Q3 2024, an estimated $13.1K.
  • Kelly Financial Services first reported a position in iShares 0-1 Year Treasury Bond ETF in Q1 2020 and held it in 14 quarters.
  • Kelly Financial Services's iShares 0-1 Year Treasury Bond ETF position peaked at $120K in Q3 2022.
  • 675 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.