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Cornell Pochily Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Cornell Pochily Investment 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
Q1 		– Sell
-4,396
Closed -$220K – 169
2022
Q4 		$220K Sell
4,396
-463
-10% -$23.1K 0.1% 159
2022
Q3 		$243K Buy
4,859
+1,844
+61% +$92.3K 0.11% 147
2022
Q2 		$301K Sell
3,015
-3,028
-50% -$152K 0.13% 137
2022
Q1 		$303K Sell
6,043
-2,189
-27% -$110K 0.12% 141
2021
Q4 		$415K Buy
8,232
+2,866
+53% +$145K 0.16% 121
2021
Q3 		$271K Buy
5,366
+719
+15% +$36.3K 0.12% 144
2021
Q2 		$235K Sell
4,647
-87
-2% -$4.39K 0.1% 147
2021
Q1 		$239K Buy
4,734
+713
+18% +$36K 0.11% 141
2020
Q4 		$203K Sell
4,021
-596
-13% -$30.1K 0.1% 145
2020
Q3 		$234K Sell
4,617
-136
-3% -$6.88K 0.13% 131
2020
Q2 		$240K Sell
4,753
-200
-4% -$10.1K 0.15% 123
2020
Q1 		$247K Buy
4,953
+200
+4% +$10K 0.18% 108
2019
Q4 		$239K Buy
+4,753
New +$239K 0.14% 124

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornell Pochily Investment Advisors's ICSH Position: Q1 2023 in Review

Cornell Pochily Investment Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2023, closing a stake of 4,396 shares — an estimated $220K sold.

Cornell Pochily Investment Advisors first reported a position in ICSH in Q4 2019 and held it in 13 quarters. The position peaked at $415K in Q4 2021. 422 funds tracked by Wall St. Rank hold ICSH as of Q1 2023.

  • Cornell Pochily Investment Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2023 after selling out during the quarter.
  • Cornell Pochily Investment Advisors sold 4,396 iShares Ultra Short Duration Bond Active ETF shares in Q1 2023, an estimated $220K.
  • Cornell Pochily Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 13 quarters.
  • Cornell Pochily Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $415K in Q4 2021.
  • 422 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2023.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.