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Founders Capital Management (Texas)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Founders Capital Management (Texas)’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
2023
Q3 		– Sell
-45
Closed -$2.26K – 411
2023
Q2 		$2.26K Hold
45
– – ﹤0.01% 360
2023
Q1 		$2K Hold
45
– – ﹤0.01% 362
2022
Q4 		$2K Hold
45
– – ﹤0.01% 356
2022
Q3 		$2K Sell
45
-54
-55% -$2.7K ﹤0.01% 363
2022
Q2 		$5K Buy
+99
New +$4.96K ﹤0.01% 365

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 $570B AUM 27.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Founders Capital Management (Texas)'s ICSH Position: Q3 2023 in Review

Founders Capital Management (Texas) sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2023, closing a stake of 45 shares — an estimated $2.26K sold.

Founders Capital Management (Texas) first reported a position in ICSH in Q2 2022 and held it in 5 quarters. The position peaked at $5K in Q2 2022. 411 funds tracked by Wall St. Rank hold ICSH as of Q3 2023.

  • Founders Capital Management (Texas) reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2023 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 45 iShares Ultra Short Duration Bond Active ETF shares in Q3 2023, an estimated $2.26K.
  • Founders Capital Management (Texas) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and held it in 5 quarters.
  • Founders Capital Management (Texas)'s iShares Ultra Short Duration Bond Active ETF position peaked at $5K in Q2 2022.
  • 411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2023.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2023, filed 10 Oct 2023.