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Clear Perspectives Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-37,048
Closed -$1.85M – 250
2022
Q3 		$1.85M Sell
37,048
-13,452
-27% -$673K 0.91% 22
2022
Q2 		$2.53M Buy
+50,500
New +$2.53M 0.99% 18

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clear Perspectives Financial Planning's ICSH Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2022, closing a stake of 37,048 shares — an estimated $1.85M sold.

Clear Perspectives Financial Planning first reported a position in ICSH in Q2 2022 and held it in 2 quarters. The position peaked at $2.53M in Q2 2022. 456 funds tracked by Wall St. Rank hold ICSH as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 37,048 iShares Ultra Short Duration Bond Active ETF shares in Q4 2022, an estimated $1.85M.
  • Clear Perspectives Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $2.53M in Q2 2022.
  • 456 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.