Archer Investment Corporation’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Archer Investment Corporation’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
2024 Q2	–	Sell	-90	Closed	-$4.55K	–	1101
2024 Q1	$4.55K	Sell	90 -181	-67%	-$9.13K	﹤0.01%	780
2023 Q4	$13.6K	Hold	271	–	–	﹤0.01%	601
2023 Q3	$13.7K	Hold	271	–	–	﹤0.01%	571
2023 Q2	$13.6K	Sell	271 -24	-8%	-$1.21K	﹤0.01%	565
2023 Q1	$14.8K	Sell	295 -296	-50%	-$14.8K	0.01%	521
2022 Q4	$29.6K	Sell	591 -100	-14%	-$5K	0.01%	421
2022 Q3	$34.6K	Hold	691	–	–	0.01%	391
2022 Q2	$34.6K	Hold	691	–	–	0.01%	391
2022 Q1	$34.6K	Hold	691	–	–	0.01%	406
2021 Q4	$34.8K	Hold	691	–	–	0.01%	416
2021 Q3	$34.9K	Hold	691	–	–	0.01%	405
2021 Q2	$34.9K	Hold	691	–	–	0.01%	367
2021 Q1	$34.9K	Hold	691	–	–	0.01%	399
2020 Q4	$34.9K	Hold	691	–	–	0.02%	363
2020 Q3	$34.9K	Hold	691	–	–	0.02%	302
2020 Q2	$34.9K	Hold	691	–	–	0.02%	286
2020 Q1	$35K	Hold	691	–	–	0.02%	264
2019 Q4	$35K	Buy	+691	New	+$34.8K	0.02%	292

Other funds holding ICSH

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Archer Investment Corporation's ICSH Position: Q2 2024 in Review

Archer Investment Corporation sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2024, closing a stake of 90 shares — an estimated $4.55K sold.

Archer Investment Corporation first reported a position in ICSH in Q4 2019 and held it in 18 quarters. The position peaked at $35K in Q1 2020. 396 funds tracked by Wall St. Rank hold ICSH as of Q2 2024.

Archer Investment Corporation reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2024 after selling out during the quarter.
Archer Investment Corporation sold 90 iShares Ultra Short Duration Bond Active ETF shares in Q2 2024, an estimated $4.55K.
Archer Investment Corporation first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 18 quarters.
Archer Investment Corporation's iShares Ultra Short Duration Bond Active ETF position peaked at $35K in Q1 2020.
396 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2024.

Based on Archer Investment Corporation's 13F filing for Q2 2024, filed 2 Aug 2024.