Argent Financial Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Argent Financial Group’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 Q3	$1.01M	Buy	+19,837	New	+$1M	0.12%	149

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Argent Financial Group's ICSH Position: Q3 2024 in Review

Argent Financial Group opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2024: 19,837 shares worth $1.01M. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

415 funds tracked by Wall St. Rank hold ICSH as of Q3 2024.

Argent Financial Group held 19,837 shares of iShares Ultra Short Duration Bond Active ETF worth $1.01M as of Q3 2024.
iShares Ultra Short Duration Bond Active ETF was a new Argent Financial Group position in Q3 2024.
iShares Ultra Short Duration Bond Active ETF made up 0.12% of Argent Financial Group's portfolio in Q3 2024, its #149 holding.
415 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.