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Independent Solutions Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Independent Solutions 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
2025
Q1 		– Sell
-5,459
Closed -$275K – 178
2024
Q4 		$275K Sell
5,459
-30,399
-85% -$1.54M 0.06% 144
2024
Q3 		$1.82M Sell
35,858
-4,952
-12% -$250K 0.41% 76
2024
Q2 		$2.06M Sell
40,810
-863
-2% -$43.5K 0.47% 65
2024
Q1 		$2.11M Buy
41,673
+1,394
+3% +$70.3K 0.5% 60
2023
Q4 		$2.03M Sell
40,279
-874
-2% -$44K 0.52% 57
2023
Q3 		$2.07M Sell
41,153
-438
-1% -$22K 0.54% 48
2023
Q2 		$2.09M Sell
41,591
-3,106
-7% -$156K 0.53% 48
2023
Q1 		$2.25M Sell
44,697
-1,083
-2% -$54.3K 0.66% 41
2022
Q4 		$2.29M Sell
45,780
-3,416
-7% -$171K 0.7% 39
2022
Q3 		$2.46M Sell
49,196
-1,376
-3% -$68.8K 0.81% 29
2022
Q2 		$2.53M Sell
50,572
-5,226
-9% -$262K 0.79% 28
2022
Q1 		$2.8M Sell
55,798
-4,421
-7% -$222K 0.66% 36
2021
Q4 		$3.03M Sell
60,219
-5,416
-8% -$273K 0.72% 35
2021
Q3 		$3.31M Sell
65,635
-9,607
-13% -$485K 0.82% 32
2021
Q2 		$3.8M Sell
75,242
-4,858
-6% -$245K 0.92% 25
2021
Q1 		$4.05M Buy
80,100
+10,675
+15% +$539K 1.11% 19
2020
Q4 		$3.51M Sell
69,425
-2,035
-3% -$103K 1.1% 22
2020
Q3 		$3.61M Buy
71,460
+11,715
+20% +$592K 1.38% 18
2020
Q2 		$3.02M Buy
59,745
+7,804
+15% +$393K 1.29% 19
2020
Q1 		$2.59M Buy
+51,941
New +$2.61M 1.43% 19

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Independent Solutions Wealth Management's ICSH Position: Q1 2025 in Review

Independent Solutions Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2025, closing a stake of 5,459 shares — an estimated $275K sold.

Independent Solutions Wealth Management first reported a position in ICSH in Q1 2020 and held it in 20 quarters. The position peaked at $4.05M in Q1 2021. 442 funds tracked by Wall St. Rank hold ICSH as of Q1 2025.

  • Independent Solutions Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 5,459 iShares Ultra Short Duration Bond Active ETF shares in Q1 2025, an estimated $275K.
  • Independent Solutions Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and held it in 20 quarters.
  • Independent Solutions Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $4.05M in Q1 2021.
  • 442 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2025.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.