DWM
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Drive Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Drive 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
Q3 		– Sell
-131,513
Closed -$6.65M – 335
2024
Q2 		$6.65M Sell
131,513
-646
-0.5% -$32.6K 1.79% 10
2024
Q1 		$6.68M Sell
132,159
-2,483
-2% -$125K 1.87% 10
2023
Q4 		$6.78M Sell
134,642
-1,820
-1% -$91.6K 2.19% 8
2023
Q3 		$6.87M Buy
136,462
+2,542
+2% +$128K 2.51% 7
2023
Q2 		$6.74M Buy
133,920
+91,465
+215% +$4.59M 2.5% 7
2023
Q1 		$2.13M Buy
+42,455
New +$2.13M 0.89% 20

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 $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return