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

HC Financial 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
2022 Q2	$94K	Sell	1,888 -19,942	-91%	-$999K	0.06%	101
2022 Q1	$1.09M	Sell	21,830 -1,515	-6%	-$76.2K	0.65%	56
2021 Q4	$1.18M	Sell	23,345 -5,631	-19%	-$284K	0.65%	53
2021 Q3	$1.46M	Buy	28,976 +257	+0.9%	+$13K	0.88%	43
2021 Q2	$1.45M	Buy	28,719 +7,142	+33%	+$361K	0.85%	43
2021 Q1	$1.09M	Sell	21,577 -288	-1%	-$14.6K	0.66%	51
2020 Q4	$1.1M	Buy	21,865 +8,350	+62%	+$422K	0.71%	48
2020 Q3	$683K	Buy	+13,515	New	+$683K	0.49%	59

Other funds holding ICSH

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

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

HC Financial Advisors's ICSH Position: Q2 2022 in Review

HC Financial Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 91% in Q2 2022, selling an estimated $999K and leaving 1,888 shares worth $94K. The position accounts for 0.06% of the portfolio, ranked #101.

HC Financial Advisors first reported a position in ICSH in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2021. 414 funds tracked by Wall St. Rank hold ICSH as of Q2 2022.

HC Financial Advisors held 1,888 shares of iShares Ultra Short Duration Bond Active ETF worth $94K as of Q2 2022.
HC Financial Advisors sold 19,942 iShares Ultra Short Duration Bond Active ETF shares in Q2 2022, an estimated $999K.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #101 holding.
HC Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 8 quarters since.
HC Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.46M in Q3 2021.
414 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.