AIS
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Accurate Investment Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Accurate Investment Solutions’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,781
Closed -$139K – 178
2020
Q1 		$139K Buy
2,781
+988
+55% +$49.6K 0.11% 116
2019
Q4 		$90K Buy
+1,793
New +$90.3K 0.06% 138

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Accurate Investment Solutions's ICSH Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2020, closing a stake of 2,781 shares — an estimated $139K sold.

Accurate Investment Solutions first reported a position in ICSH in Q4 2019 and held it in 2 quarters. The position peaked at $139K in Q1 2020. 236 funds tracked by Wall St. Rank hold ICSH as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 2,781 iShares Ultra Short Duration Bond Active ETF shares in Q2 2020, an estimated $139K.
  • Accurate Investment Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's iShares Ultra Short Duration Bond Active ETF position peaked at $139K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.