InterOcean Capital Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

InterOcean Capital Group’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 Q1	$219K	Buy	+4,336	New	+$219K	0.01%	442

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

DCM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

InterOcean Capital Group's ICSH Position: Q1 2024 in Review

InterOcean Capital Group opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2024: 4,336 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

414 funds tracked by Wall St. Rank hold ICSH as of Q1 2024.

InterOcean Capital Group held 4,336 shares of iShares Ultra Short Duration Bond Active ETF worth $219K as of Q1 2024.
iShares Ultra Short Duration Bond Active ETF was a new InterOcean Capital Group position in Q1 2024.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #442 holding.
414 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.