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Beaird Harris Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Beaird Harris 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
2024
Q4 		– Sell
-1
Closed -$40 – 516
2024
Q3 		$40 Buy
+1
New +$51 ﹤0.01% 506

Other funds holding ICSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Beaird Harris Wealth Management's ICSH Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 1 share — an estimated $40 sold.

Beaird Harris Wealth Management first reported a position in ICSH in Q3 2024 and held it in 1 quarter. The position peaked at $40 in Q3 2024. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 iShares Ultra Short Duration Bond Active ETF share in Q4 2024, an estimated $40.
  • Beaird Harris Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $40 in Q3 2024.
  • 462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.