C1AG
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Client 1st Advisory Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Client 1st Advisory Group’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
2020
Q2 		– Sell
-4,823
Closed -$241K – 63
2020
Q1 		$241K Buy
+4,823
New +$242K 0.25% 48

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HWA
Heritage Wealth Advisors Richmond, Virginia $2.56B AUM 19.48% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Client 1st Advisory Group's ICSH Position: Q2 2020 in Review

Client 1st Advisory Group sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2020, closing a stake of 4,823 shares — an estimated $241K sold.

Client 1st Advisory Group first reported a position in ICSH in Q1 2020 and held it in 1 quarter. The position peaked at $241K in Q1 2020. 236 funds tracked by Wall St. Rank hold ICSH as of Q2 2020.

  • Client 1st Advisory Group reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2020 after selling out during the quarter.
  • Client 1st Advisory Group sold 4,823 iShares Ultra Short Duration Bond Active ETF shares in Q2 2020, an estimated $241K.
  • Client 1st Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and held it in 1 quarter.
  • Client 1st Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $241K in Q1 2020.
  • 236 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2020.

Based on Client 1st Advisory Group's 13F filing for Q2 2020, filed 13 Aug 2020.