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JP Morgan Private Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

JP Morgan Private Wealth Advisors’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
2018
Q2 		– Sell
-4,515
Closed -$226K – 1496
2018
Q1 		$226K Buy
+4,515
New +$226K ﹤0.01% 1147

Other funds holding ICSH

SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.27B AUM 25.83% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ICSH Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2018, closing a stake of 4,515 shares — an estimated $226K sold.

JP Morgan Private Wealth Advisors first reported a position in ICSH in Q1 2018 and held it in 1 quarter. The position peaked at $226K in Q1 2018. 36 funds tracked by Wall St. Rank hold ICSH as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,515 iShares Ultra Short Duration Bond Active ETF shares in Q2 2018, an estimated $226K.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $226K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.