Freedom Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Freedom Investment 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
2023 Q1	–	Sell	-5,076	Closed	-$254K	–	741
2022 Q4	$254K	Sell	5,076 -18,343	-78%	-$917K	0.03%	614
2022 Q3	$1.17M	Buy	23,419 +18,783	+405%	+$940K	0.14%	198
2022 Q2	$232K	Sell	4,636 -263	-5%	-$13.2K	0.02%	650
2022 Q1	$246K	Buy	4,899 +750	+18%	+$37.7K	0.02%	670
2021 Q4	$209K	Sell	4,149 -754	-15%	-$38K	0.02%	797
2021 Q3	$248K	Sell	4,903 -426	-8%	-$21.5K	0.02%	693
2021 Q2	$269K	Buy	5,329 +781	+17%	+$39.4K	0.02%	718
2021 Q1	$230K	Buy	+4,548	New	+$230K	0.02%	747

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's ICSH Position: Q1 2023 in Review

Freedom Investment Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2023, closing a stake of 5,076 shares — an estimated $254K sold.

Freedom Investment Management first reported a position in ICSH in Q1 2021 and held it in 8 quarters. The position peaked at $1.17M in Q3 2022. 422 funds tracked by Wall St. Rank hold ICSH as of Q1 2023.

Freedom Investment Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2023 after selling out during the quarter.
Freedom Investment Management sold 5,076 iShares Ultra Short Duration Bond Active ETF shares in Q1 2023, an estimated $254K.
Freedom Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2021 and held it in 8 quarters.
Freedom Investment Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.17M in Q3 2022.
422 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.