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Essex Savings Bank’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Essex Savings Bank’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
2019
Q3 		– Sell
-1,500
Closed -$76K – 381
2019
Q2 		$76K Buy
+1,500
New +$75.4K 0.03% 387

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return

Essex Savings Bank's ICSH Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2019, closing a stake of 1,500 shares — an estimated $76K sold.

Essex Savings Bank first reported a position in ICSH in Q2 2019 and held it in 1 quarter. The position peaked at $76K in Q2 2019. 124 funds tracked by Wall St. Rank hold ICSH as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,500 iShares Ultra Short Duration Bond Active ETF shares in Q3 2019, an estimated $76K.
  • Essex Savings Bank first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and held it in 1 quarter.
  • Essex Savings Bank's iShares Ultra Short Duration Bond Active ETF position peaked at $76K in Q2 2019.
  • 124 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.