Bell Rock Capital’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bell Rock Capital’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 Q3	$312K	Buy	+6,230	New	+$312K	0.39%	63

Other funds holding ICSH

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

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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

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

DWM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bell Rock Capital's ICSH Position: Q3 2022 in Review

Bell Rock Capital opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2022: 6,230 shares worth $312K. The stake represents 0.39% of the portfolio and ranks #63 among its holdings.

411 funds tracked by Wall St. Rank hold ICSH as of Q3 2022.

Bell Rock Capital held 6,230 shares of iShares Ultra Short Duration Bond Active ETF worth $312K as of Q3 2022.
iShares Ultra Short Duration Bond Active ETF was a new Bell Rock Capital position in Q3 2022.
iShares Ultra Short Duration Bond Active ETF made up 0.39% of Bell Rock Capital's portfolio in Q3 2022, its #63 holding.
411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.