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

Clarity 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
2023 Q2	–	Sell	-4,554	Closed	-$229K	–	78
2023 Q1	$229K	Sell	4,554 -3,271	-42%	-$164K	0.12%	66
2022 Q4	$392K	Buy	7,825 +37	+0.5%	+$1.85K	0.23%	46
2022 Q3	$389K	Buy	7,788 +14	+0.2%	+$700	0.23%	45
2022 Q2	$389K	Buy	7,774 +3,333	+75%	+$167K	0.22%	45
2022 Q1	$222K	Hold	4,441	–	–	0.11%	65
2021 Q4	$223K	Sell	4,441 -24	-0.5%	-$1.21K	0.1%	65
2021 Q3	$225K	Hold	4,465	–	–	0.11%	63
2021 Q2	$225K	Hold	4,465	–	–	0.12%	57
2021 Q1	$225K	Buy	4,465 +500	+13%	+$25.3K	0.13%	57
2020 Q4	$200K	Hold	3,965	–	–	0.12%	58
2020 Q3	$200K	Sell	3,965 -4,000	-50%	-$202K	0.14%	58
2020 Q2	$402K	Buy	+7,965	New	+$401K	0.32%	47

Other funds holding ICSH

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

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

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

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Clarity Wealth Advisors's ICSH Position: Q2 2023 in Review

Clarity Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2023, closing a stake of 4,554 shares — an estimated $229K sold.

Clarity Wealth Advisors first reported a position in ICSH in Q2 2020 and held it in 12 quarters. The position peaked at $402K in Q2 2020. 410 funds tracked by Wall St. Rank hold ICSH as of Q2 2023.

Clarity Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2023 after selling out during the quarter.
Clarity Wealth Advisors sold 4,554 iShares Ultra Short Duration Bond Active ETF shares in Q2 2023, an estimated $229K.
Clarity Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 12 quarters.
Clarity Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $402K in Q2 2020.
410 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2023.

Based on Clarity Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.