Householder Group Estate & Retirement Specialist’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Householder Group Estate & Retirement Specialist’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	-6	Closed	–	–	836
2024 Q3	$0	Buy	+6	New	+$303	﹤0.01%	1235
2023 Q1	$0	Buy	+4	New	+$201	﹤0.01%	1267
2022 Q4	–	Sell	-10	Closed	–	–	671
2022 Q3	$0	Buy	+10	New	+$500	﹤0.01%	1147

Other funds holding ICSH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's ICSH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 6 shares.

Householder Group Estate & Retirement Specialist first reported a position in ICSH in Q3 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 6 iShares Ultra Short Duration Bond Active ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's iShares Ultra Short Duration Bond Active ETF position peaked at $0 in Q3 2024.
462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.