HR
ICSH icon

Howe & Rusling’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-57
Closed -$2.87K – 324
2023
Q2 		$2.87K Hold
57
– – ﹤0.01% 320
2023
Q1 		$2.87K Buy
+57
New +$2.86K ﹤0.01% 300

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Howe & Rusling's ICSH Position: Q3 2023 in Review

Howe & Rusling sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2023, closing a stake of 57 shares — an estimated $2.87K sold.

Howe & Rusling first reported a position in ICSH in Q1 2023 and held it in 2 quarters. The position peaked at $2.87K in Q2 2023. 411 funds tracked by Wall St. Rank hold ICSH as of Q3 2023.

  • Howe & Rusling reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2023 after selling out during the quarter.
  • Howe & Rusling sold 57 iShares Ultra Short Duration Bond Active ETF shares in Q3 2023, an estimated $2.87K.
  • Howe & Rusling first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 2 quarters.
  • Howe & Rusling's iShares Ultra Short Duration Bond Active ETF position peaked at $2.87K in Q2 2023.
  • 411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2023.

Based on Howe & Rusling's 13F filing for Q3 2023, filed 9 Nov 2023.