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

BT 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
2022 Q2	$10M	Buy	+200,676	New	+$10.1M	2.82%	9

Other funds holding ICSH

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

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DWM

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

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

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

BT Wealth Management's ICSH Position: Q2 2022 in Review

BT Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2022: 200,676 shares worth $10M. The stake represents 2.82% of the portfolio and ranks #9 among its holdings.

414 funds tracked by Wall St. Rank hold ICSH as of Q2 2022.

BT Wealth Management held 200,676 shares of iShares Ultra Short Duration Bond Active ETF worth $10M as of Q2 2022.
iShares Ultra Short Duration Bond Active ETF was a new BT Wealth Management position in Q2 2022.
iShares Ultra Short Duration Bond Active ETF made up 2.82% of BT Wealth Management's portfolio in Q2 2022, its #9 holding.
414 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.