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BDO Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

BDO 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
2021
Q1 		– Sell
-3,530
Closed -$178K – 1208
2020
Q4 		$178K Sell
3,530
-1,100
-24% -$55.6K 0.03% 241
2020
Q3 		$234K Sell
4,630
-1,600
-26% -$80.9K 0.04% 204
2020
Q2 		$315K Sell
6,230
-50
-0.8% -$2.52K 0.06% 168
2020
Q1 		$314K Hold
6,280
– – 0.06% 153
2019
Q4 		$316K Hold
6,280
– – 0.08% 150
2019
Q3 		$316K Hold
6,280
– – 0.08% 148
2019
Q2 		$316K Buy
+6,280
New +$316K 0.09% 142

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BDO Wealth Advisors's ICSH Position: Q1 2021 in Review

BDO Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2021, closing a stake of 3,530 shares — an estimated $178K sold.

BDO Wealth Advisors first reported a position in ICSH in Q2 2019 and held it in 7 quarters. The position peaked at $316K in Q4 2019. 330 funds tracked by Wall St. Rank hold ICSH as of Q1 2021.

  • BDO Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 3,530 iShares Ultra Short Duration Bond Active ETF shares in Q1 2021, an estimated $178K.
  • BDO Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and held it in 7 quarters.
  • BDO Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $316K in Q4 2019.
  • 330 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.