KF
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Krilogy Financial’s iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Krilogy Financial’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
-2,032
Closed -$225K – 280
2021
Q2 		$225K Hold
2,032
– – 0.02% 254
2021
Q1 		$225K Hold
2,032
– – 0.02% 247
2020
Q4 		$225K Hold
2,032
– – 0.03% 245
2020
Q3 		$225K Buy
+2,032
New +$225K 0.03% 216

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Morgan Stanley
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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

Krilogy Financial's SHV Position: Q3 2021 in Review

Krilogy Financial sold out of iShares 0-1 Year Treasury Bond ETF (SHV) in Q3 2021, closing a stake of 2,032 shares — an estimated $225K sold.

Krilogy Financial first reported a position in SHV in Q3 2020 and held it in 4 quarters. The position peaked at $225K in Q2 2021. 422 funds tracked by Wall St. Rank hold SHV as of Q3 2021.

  • Krilogy Financial reported no remaining iShares 0-1 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Krilogy Financial sold 2,032 iShares 0-1 Year Treasury Bond ETF shares in Q3 2021, an estimated $225K.
  • Krilogy Financial first reported a position in iShares 0-1 Year Treasury Bond ETF in Q3 2020 and held it in 4 quarters.
  • Krilogy Financial's iShares 0-1 Year Treasury Bond ETF position peaked at $225K in Q2 2021.
  • 422 funds tracked by Wall St. Rank held iShares 0-1 Year Treasury Bond ETF as of Q3 2021.

Based on Krilogy Financial's 13F filing for Q3 2021, filed 25 Oct 2021.