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

Clarus 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
2019
Q3 		– Sell
-3,000
Closed -$151K – 330
2019
Q2 		$151K Hold
3,000
– – 0.11% 141
2019
Q1 		$151K Hold
3,000
– – 0.11% 138
2018
Q4 		$150K Hold
3,000
– – 0.24% 119
2018
Q3 		$151K Buy
+3,000
New +$150K 0.1% 168

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Clarus Wealth Advisors's ICSH Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2019, closing a stake of 3,000 shares — an estimated $151K sold.

Clarus Wealth Advisors first reported a position in ICSH in Q3 2018 and held it in 4 quarters. The position peaked at $151K in Q2 2019. 124 funds tracked by Wall St. Rank hold ICSH as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,000 iShares Ultra Short Duration Bond Active ETF shares in Q3 2019, an estimated $151K.
  • Clarus Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and held it in 4 quarters.
  • Clarus Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $151K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.