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Kingswood Wealth Advisors’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Kingswood Wealth 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
2025
Q1 		– Sell
-12,589
Closed -$1.39M – 812
2024
Q4 		$1.39M Buy
+12,589
New +$1.39M 0.1% 207
2024
Q1 		– Sell
-2,424
Closed -$267K – 687
2023
Q4 		$267K Buy
+2,424
New +$267K 0.03% 510

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kingswood Wealth Advisors's SHV Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q1 2025, closing a stake of 12,589 shares — an estimated $1.39M sold.

Kingswood Wealth Advisors first reported a position in SHV in Q4 2023 and held it in 2 quarters. The position peaked at $1.39M in Q4 2024. 721 funds tracked by Wall St. Rank hold SHV as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 12,589 iShares 0-1 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.39M.
  • Kingswood Wealth Advisors first reported a position in iShares 0-1 Year Treasury Bond ETF in Q4 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iShares 0-1 Year Treasury Bond ETF position peaked at $1.39M in Q4 2024.
  • 721 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.