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Atria Wealth Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Atria Wealth 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
2025
Q2 		– Sell
-34,797
Closed -$1.76M – 1681
2025
Q1 		$1.76M Buy
34,797
+10,418
+43% +$527K 0.02% 677
2024
Q4 		$1.23M Buy
24,379
+19,669
+418% +$994K 0.01% 848
2024
Q3 		$239K Sell
4,710
-7,859
-63% -$398K ﹤0.01% 1664
2024
Q2 		$635K Sell
12,569
-2,352
-16% -$119K 0.01% 1112
2024
Q1 		$754K Buy
14,921
+4,899
+49% +$247K 0.01% 1044
2023
Q4 		$505K Sell
10,022
-11,977
-54% -$603K 0.01% 1206
2023
Q3 		$1.11M Sell
21,999
-20,170
-48% -$1.01M 0.02% 764
2023
Q2 		$2.12M Buy
42,169
+885
+2% +$44.4K 0.03% 547
2023
Q1 		$2.07M Sell
41,284
-3,086
-7% -$155K 0.03% 526
2022
Q4 		$2.22M Buy
44,370
+5,229
+13% +$261K 0.04% 475
2022
Q3 		$1.96M Buy
+39,141
New +$1.96M 0.03% 488

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.22B AUM 17.78% 1-Year Est. Return