IWS
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Insight Wealth Strategies’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-7,761
Closed -$392K – 209
2021
Q1 		$392K Sell
7,761
-1,342
-15% -$67.8K 0.05% 154
2020
Q4 		$460K Buy
+9,103
New +$460K 0.08% 120

Other funds holding ICSH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Insight Wealth Strategies's ICSH Position: Q2 2021 in Review

Insight Wealth Strategies sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2021, closing a stake of 7,761 shares — an estimated $392K sold.

Insight Wealth Strategies first reported a position in ICSH in Q4 2020 and held it in 2 quarters. The position peaked at $460K in Q4 2020. 333 funds tracked by Wall St. Rank hold ICSH as of Q2 2021.

  • Insight Wealth Strategies reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,761 iShares Ultra Short Duration Bond Active ETF shares in Q2 2021, an estimated $392K.
  • Insight Wealth Strategies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and held it in 2 quarters.
  • Insight Wealth Strategies's iShares Ultra Short Duration Bond Active ETF position peaked at $460K in Q4 2020.
  • 333 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.