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B. Riley Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-5,425
Closed -$274K – 1367
2024
Q4 		$274K Sell
5,425
-370
-6% -$18.7K 0.01% 906
2024
Q3 		$294K Sell
5,795
-22,828
-80% -$1.15M 0.01% 963
2024
Q2 		$1.45M Sell
28,623
-1,687
-6% -$85.1K 0.04% 428
2024
Q1 		$1.53M Sell
30,310
-33,989
-53% -$1.72M 0.04% 419
2023
Q4 		$3.24M Buy
64,299
+33,989
+112% +$1.71M 0.09% 238
2023
Q3 		$1.53M Buy
30,310
+17,773
+142% +$893K 0.04% 419
2023
Q2 		$631K Buy
12,537
+580
+5% +$29.1K 0.01% 752
2023
Q1 		$601K Sell
11,957
-26,070
-69% -$1.31M 0.02% 731
2022
Q4 		$1.9M Sell
38,027
-27,874
-42% -$1.39M 0.05% 348
2022
Q3 		$3.3M Buy
65,901
+60,101
+1,036% +$3.01M 0.1% 211
2022
Q2 		$291K Hold
5,800
– – 0.01% 895
2022
Q1 		$291K Buy
5,800
+800
+16% +$40.2K 0.01% 1030
2021
Q4 		$252K Hold
5,000
– – 0.01% 1156
2021
Q3 		$253K Hold
5,000
– – 0.01% 1137
2021
Q2 		$253K Sell
5,000
-169
-3% -$8.54K 0.01% 1118
2021
Q1 		$262K Sell
5,169
-570
-10% -$28.8K 0.01% 1066
2020
Q4 		$291K Sell
5,739
-52,778
-90% -$2.67M 0.02% 769
2020
Q3 		$2.96M Buy
58,517
+2,142
+4% +$108K 0.16% 148
2020
Q2 		$2.85M Sell
56,375
-2,399
-4% -$121K 0.19% 128
2020
Q1 		$2.94M Buy
58,774
+49,774
+553% +$2.5M 0.25% 97
2019
Q4 		$453K Buy
+9,000
New +$453K 0.04% 471

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

B. Riley Wealth Advisors's ICSH Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2025, closing a stake of 5,425 shares — an estimated $274K sold.

B. Riley Wealth Advisors first reported a position in ICSH in Q4 2019 and held it in 21 quarters. The position peaked at $3.3M in Q3 2022. 444 funds tracked by Wall St. Rank hold ICSH as of Q1 2025.

  • B. Riley Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,425 iShares Ultra Short Duration Bond Active ETF shares in Q1 2025, an estimated $274K.
  • B. Riley Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 21 quarters.
  • B. Riley Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.3M in Q3 2022.
  • 444 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.