BWFA
ICSH icon

Baltimore-Washington Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Baltimore-Washington Financial 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
2022
Q4 		– Sell
-1,480
Closed -$740K – 139
2022
Q3 		$740K Buy
+1,480
New +$74.1K 0.06% 101
2022
Q1 		– Hold
0
– – – 93

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

Baltimore-Washington Financial Advisors's ICSH Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2022, closing a stake of 1,480 shares — an estimated $740K sold.

Baltimore-Washington Financial Advisors first reported a position in ICSH in Q3 2022 and held it in 1 quarter. The position peaked at $740K in Q3 2022. 456 funds tracked by Wall St. Rank hold ICSH as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,480 iShares Ultra Short Duration Bond Active ETF shares in Q4 2022, an estimated $740K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $740K in Q3 2022.
  • 456 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.