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

B. Riley Wealth Management’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 Q2	$4K	Buy	79,904 +36,904	+86%	+$1.85M	﹤0.01%	158
2022 Q1	$2.16M	Buy	+43,000	New	+$2.16M	0.17%	127
2021 Q2	–	Sell	-4,000	Closed	-$202K	–	444
2021 Q1	$202K	Sell	4,000 -53,403	-93%	-$2.7M	0.02%	375
2020 Q4	$2.9M	Buy	57,403 +1,740	+3%	+$87.9K	0.37%	71
2020 Q3	$2.81M	Buy	+55,663	New	+$2.81M	0.33%	72
2020 Q2	–	Sell	-18,816	Closed	-$940K	–	487
2020 Q1	$940K	Buy	+18,816	New	+$945K	0.1%	188

Other funds holding ICSH

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

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

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

B. Riley Wealth Management's ICSH Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 86% in Q2 2022, buying an estimated $1.85M and bringing the position to 79,904 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

B. Riley Wealth Management first reported a position in ICSH in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.9M in Q4 2020. 414 funds tracked by Wall St. Rank hold ICSH as of Q2 2022.

B. Riley Wealth Management held 79,904 shares of iShares Ultra Short Duration Bond Active ETF worth $4K as of Q2 2022.
B. Riley Wealth Management bought 36,904 iShares Ultra Short Duration Bond Active ETF shares in Q2 2022, an estimated $1.85M.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #158 holding.
B. Riley Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 6 quarters since.
B. Riley Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.9M in Q4 2020.
414 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.