Adams Chetwood Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$509K	Buy	+10,142	New	+$510K	0.29%	54

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Adams Chetwood Wealth Management's ICSH Position: Q1 2022 in Review

Adams Chetwood Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2022: 10,142 shares worth $509K. The stake represents 0.29% of the portfolio and ranks #54 among its holdings.

369 funds tracked by Wall St. Rank hold ICSH as of Q1 2022.

Adams Chetwood Wealth Management held 10,142 shares of iShares Ultra Short Duration Bond Active ETF worth $509K as of Q1 2022.
iShares Ultra Short Duration Bond Active ETF was a new Adams Chetwood Wealth Management position in Q1 2022.
iShares Ultra Short Duration Bond Active ETF made up 0.29% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #54 holding.
369 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.