CWS
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Cypress Wealth Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Cypress Wealth Services’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
Q4 		– Sell
-8,863
Closed -$448K – 382
2020
Q3 		$448K Buy
+8,863
New +$448K 0.11% 143

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Cypress Wealth Services's ICSH Position: Q3 2020 in Review

Cypress Wealth Services sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2020, closing a stake of 8,861 shares — an estimated $448K sold.

Cypress Wealth Services first reported a position in ICSH in Q4 2019 and held it in 3 quarters. The position peaked at $532K in Q4 2019. 271 funds tracked by Wall St. Rank hold ICSH as of Q3 2020.

  • Cypress Wealth Services reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2020 after selling out during the quarter.
  • Cypress Wealth Services sold 8,861 iShares Ultra Short Duration Bond Active ETF shares in Q3 2020, an estimated $448K.
  • Cypress Wealth Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 3 quarters.
  • Cypress Wealth Services's iShares Ultra Short Duration Bond Active ETF position peaked at $532K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2020.

Based on Cypress Wealth Services's 13F filing for Q3 2020, filed 23 Oct 2020.