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Goldstein Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Goldstein Advisors’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
2025
Q1 		– Sell
-96,615
Closed -$4.87M – 208
2024
Q4 		$4.87M Buy
+96,615
New +$4.88M 0.71% 23

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Goldstein Advisors's ICSH Position: Q1 2025 in Review

Goldstein Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2025, closing a stake of 96,615 shares — an estimated $4.87M sold.

Goldstein Advisors first reported a position in ICSH in Q4 2024 and held it in 1 quarter. The position peaked at $4.87M in Q4 2024. 443 funds tracked by Wall St. Rank hold ICSH as of Q1 2025.

  • Goldstein Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Goldstein Advisors sold 96,615 iShares Ultra Short Duration Bond Active ETF shares in Q1 2025, an estimated $4.87M.
  • Goldstein Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 1 quarter.
  • Goldstein Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $4.87M in Q4 2024.
  • 443 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2025.

Based on Goldstein Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.