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Axim Planning & Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Axim Planning & Wealth’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
Q4 		– Sell
-530
Closed -$27K – 92
2022
Q3 		$27K Sell
530
-55
-9% -$2.75K 0.03% 73
2022
Q2 		$29K Buy
+585
New +$29.3K 0.02% 62

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Axim Planning & Wealth's ICSH Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2022, closing a stake of 530 shares — an estimated $27K sold.

Axim Planning & Wealth first reported a position in ICSH in Q2 2022 and held it in 2 quarters. The position peaked at $29K in Q2 2022. 456 funds tracked by Wall St. Rank hold ICSH as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 530 iShares Ultra Short Duration Bond Active ETF shares in Q4 2022, an estimated $27K.
  • Axim Planning & Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $29K in Q2 2022.
  • 456 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.