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Kingswood Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Kingswood Wealth Advisors’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
2024
Q2 		– Sell
-2,561
Closed -$209K – 702
2024
Q1 		$209K Buy
+2,561
New +$210K 0.02% 571
2023
Q4 		– Sell
-5,301
Closed -$429K – 668
2023
Q3 		$429K Buy
+5,301
New +$429K 0.07% 277

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingswood Wealth Advisors's SHY Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2024, closing a stake of 2,561 shares — an estimated $209K sold.

Kingswood Wealth Advisors first reported a position in SHY in Q3 2023 and held it in 2 quarters. The position peaked at $429K in Q3 2023. 1,085 funds tracked by Wall St. Rank hold SHY as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,561 iShares 1-3 Year Treasury Bond ETF shares in Q2 2024, an estimated $209K.
  • Kingswood Wealth Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q3 2023 and held it in 2 quarters.
  • Kingswood Wealth Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $429K in Q3 2023.
  • 1,085 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.