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Kesler Norman & Wride’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kesler Norman & Wride’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
2021
Q3 		– Sell
-2,886
Closed -$319K – 156
2021
Q2 		$319K Sell
2,886
-752
-21% -$83.1K 0.07% 138
2021
Q1 		$402K Hold
3,638
– – 0.1% 135
2020
Q4 		$402K Buy
+3,638
New +$402K 0.11% 130

Other funds holding SHV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $446M AUM 7.66% 1-Year Est. Return
CRG
Cornerstone Retirement Group Reno, Nevada $350M AUM 8.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kesler Norman & Wride's SHV Position: Q3 2021 in Review

Kesler Norman & Wride sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 2,886 shares — an estimated $319K sold.

Kesler Norman & Wride first reported a position in SHV in Q4 2020 and held it in 3 quarters. The position peaked at $402K in Q1 2021. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Kesler Norman & Wride reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Kesler Norman & Wride sold 2,886 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $319K.
  • Kesler Norman & Wride first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2020 and held it in 3 quarters.
  • Kesler Norman & Wride's iShares 0-1 Year Treasury Bond ETF position peaked at $402K in Q1 2021.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Kesler Norman & Wride's 13F filing for Q3 2021, filed 28 Oct 2021.