CPWM
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Cypress Point Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Cypress Point Wealth Management’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
2024
Q2 		– Sell
-5,490
Closed -$278K – 73
2024
Q1 		$278K Buy
+5,490
New +$277K 0.14% 64

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cypress Point Wealth Management's ICSH Position: Q2 2024 in Review

Cypress Point Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2024, closing a stake of 5,490 shares — an estimated $278K sold.

Cypress Point Wealth Management first reported a position in ICSH in Q1 2024 and held it in 1 quarter. The position peaked at $278K in Q1 2024. 397 funds tracked by Wall St. Rank hold ICSH as of Q2 2024.

  • Cypress Point Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2024 after selling out during the quarter.
  • Cypress Point Wealth Management sold 5,490 iShares Ultra Short Duration Bond Active ETF shares in Q2 2024, an estimated $278K.
  • Cypress Point Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2024 and held it in 1 quarter.
  • Cypress Point Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $278K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2024.

Based on Cypress Point Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.