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

Foresight 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
2020
Q4 		– Sell
-4,108
Closed -$208K – 129
2020
Q3 		$208K Sell
4,108
-1,288
-24% -$65.1K 0.07% 87
2020
Q2 		$273K Buy
5,396
+894
+20% +$45K 0.12% 77
2020
Q1 		$225K Sell
4,502
-5
-0.1% -$251 0.16% 81
2019
Q4 		$227K Buy
+4,507
New +$227K 0.14% 87

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

Foresight Wealth Management's ICSH Position: Q4 2020 in Review

Foresight Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2020, closing a stake of 4,108 shares — an estimated $208K sold.

Foresight Wealth Management first reported a position in ICSH in Q4 2019 and held it in 4 quarters. The position peaked at $273K in Q2 2020. 303 funds tracked by Wall St. Rank hold ICSH as of Q4 2020.

  • Foresight Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2020 after selling out during the quarter.
  • Foresight Wealth Management sold 4,108 iShares Ultra Short Duration Bond Active ETF shares in Q4 2020, an estimated $208K.
  • Foresight Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 4 quarters.
  • Foresight Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $273K in Q2 2020.
  • 303 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2020.

Based on Foresight Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.