Knowledge Leaders Capital’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Knowledge Leaders Capital’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
2023 Q3	–	Sell	-45,022	Closed	-$4.97M	–	103
2023 Q2	$4.97M	Buy	+45,022	New	+$4.96M	5.71%	6
2019 Q3	–	Sell	-5,866	Closed	-$649K	–	30
2019 Q2	$649K	Sell	5,866 -1,029	-15%	-$114K	2.86%	15
2019 Q1	$762K	Buy	+6,895	New	+$762K	3.23%	15
2018 Q4	–	Sell	-195,745	Closed	-$21.6M	–	58
2018 Q3	$21.6M	Buy	+195,745	New	+$21.6M	18.43%	1

Other funds holding SHV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Knowledge Leaders Capital's SHV Position: Q3 2023 in Review

Knowledge Leaders Capital sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2023, closing a stake of 45,022 shares — an estimated $4.97M sold.

Knowledge Leaders Capital first reported a position in SHV in Q3 2018 and held it in 4 quarters. The position peaked at $21.6M in Q3 2018. 649 funds tracked by Wall St. Rank hold SHV as of Q3 2023.

Knowledge Leaders Capital reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Knowledge Leaders Capital sold 45,022 iShares 0-1 Year Treasury Bond ETF shares in Q3 2023, an estimated $4.97M.
Knowledge Leaders Capital first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2018 and held it in 4 quarters.
Knowledge Leaders Capital's iShares 0-1 Year Treasury Bond ETF position peaked at $21.6M in Q3 2018.
649 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2023.

Based on Knowledge Leaders Capital's 13F filing for Q3 2023, filed 7 Nov 2023.