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FPC Investment Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

FPC Investment Advisory’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
Q4 		– Sell
-60
Closed -$3.03K – 285
2024
Q3 		$3.03K Sell
60
-163,377
-100% -$8.26M ﹤0.01% 67
2024
Q2 		$8.26M Buy
163,437
+3,255
+2% +$164K 7.43% 7
2024
Q1 		$8.08M Buy
+160,182
New +$8.08M 7.97% 4

Other funds holding ICSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FPC Investment Advisory's ICSH Position: Q4 2024 in Review

FPC Investment Advisory sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 60 shares — an estimated $3.03K sold.

FPC Investment Advisory first reported a position in ICSH in Q1 2024 and held it in 3 quarters. The position peaked at $8.26M in Q2 2024. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

  • FPC Investment Advisory reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • FPC Investment Advisory sold 60 iShares Ultra Short Duration Bond Active ETF shares in Q4 2024, an estimated $3.03K.
  • FPC Investment Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2024 and held it in 3 quarters.
  • FPC Investment Advisory's iShares Ultra Short Duration Bond Active ETF position peaked at $8.26M in Q2 2024.
  • 462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on FPC Investment Advisory's 13F filing for Q4 2024, filed 4 Feb 2025.