Key Client Fiduciary Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Key Client Fiduciary Advisors’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 Q4	–	Sell	-1,889	Closed	-$209K	–	204
2024 Q3	$209K	Buy	1,889 +24	+1%	+$2.65K	0.09%	188
2024 Q2	$206K	Buy	+1,865	New	+$206K	0.1%	176
2023 Q4	–	Sell	-1,908	Closed	-$211K	–	175
2023 Q3	$211K	Buy	+1,908	New	+$210K	0.13%	156

Other funds holding SHV

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Key Client Fiduciary Advisors's SHV Position: Q4 2024 in Review

Key Client Fiduciary Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q4 2024, closing a stake of 1,889 shares — an estimated $209K sold.

Key Client Fiduciary Advisors first reported a position in SHV in Q3 2023 and held it in 3 quarters. The position peaked at $211K in Q3 2023. 724 funds tracked by Wall St. Rank hold SHV as of Q4 2024.

Key Client Fiduciary Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Key Client Fiduciary Advisors sold 1,889 iShares 0-1 Year Treasury Bond ETF shares in Q4 2024, an estimated $209K.
Key Client Fiduciary Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2023 and held it in 3 quarters.
Key Client Fiduciary Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $211K in Q3 2023.
724 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q4 2024.

Based on Key Client Fiduciary Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.