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

Benchmark 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
2021
Q1 		– Sell
-9,900
Closed -$500K – 44
2020
Q4 		$500K Hold
9,900
– – 0.38% 21
2020
Q3 		$501K Hold
9,900
– – 0.4% 23
2020
Q2 		$501K Buy
+9,900
New +$499K 0.43% 21

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

Benchmark Wealth Management's ICSH Position: Q1 2021 in Review

Benchmark Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2021, closing a stake of 9,900 shares — an estimated $500K sold.

Benchmark Wealth Management first reported a position in ICSH in Q2 2020 and held it in 3 quarters. The position peaked at $501K in Q3 2020. 330 funds tracked by Wall St. Rank hold ICSH as of Q1 2021.

  • Benchmark Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2021 after selling out during the quarter.
  • Benchmark Wealth Management sold 9,900 iShares Ultra Short Duration Bond Active ETF shares in Q1 2021, an estimated $500K.
  • Benchmark Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 3 quarters.
  • Benchmark Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $501K in Q3 2020.
  • 330 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2021.

Based on Benchmark Wealth Management's 13F filing for Q1 2021, filed 15 Apr 2021.