IWM
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IHT Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

IHT Wealth 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
2022
Q2 		– Sell
-4,623
Closed -$232K – 770
2022
Q1 		$232K Sell
4,623
-61
-1% -$3.07K 0.02% 661
2021
Q4 		$236K Buy
4,684
+1
+0% +$50 0.02% 700
2021
Q3 		$237K Hold
4,683
– – 0.02% 680
2021
Q2 		$237K Hold
4,683
– – 0.02% 794
2021
Q1 		$237K Hold
4,683
– – 0.02% 708
2020
Q4 		$237K Buy
4,683
+1
+0% +$51 0.02% 634
2020
Q3 		$237K Sell
4,682
-857
-15% -$43.3K 0.02% 560
2020
Q2 		$280K Sell
5,539
-496
-8% -$25K 0.04% 432
2020
Q1 		$301K Sell
6,035
-438
-7% -$22K 0.04% 393
2019
Q4 		$326K Buy
6,473
+4
+0.1% +$201 0.04% 429
2019
Q3 		$326K Sell
6,469
-1,968
-23% -$99.1K 0.04% 404
2019
Q2 		$425K Sell
8,437
-4,351
-34% -$219K 0.06% 319
2019
Q1 		$643K Sell
12,788
-1,615
-11% -$81.1K 0.11% 220
2018
Q4 		$721K Buy
14,403
+82
+0.6% +$4.11K 0.14% 178
2018
Q3 		$719K Buy
+14,321
New +$718K 0.16% 166

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
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
GA
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

IHT Wealth Management's ICSH Position: Q2 2022 in Review

IHT Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2022, closing a stake of 4,623 shares — an estimated $232K sold.

IHT Wealth Management first reported a position in ICSH in Q3 2018 and held it in 15 quarters. The position peaked at $721K in Q4 2018. 414 funds tracked by Wall St. Rank hold ICSH as of Q2 2022.

  • IHT Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 4,623 iShares Ultra Short Duration Bond Active ETF shares in Q2 2022, an estimated $232K.
  • IHT Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and held it in 15 quarters.
  • IHT Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $721K in Q4 2018.
  • 414 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.