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Mirador Capital Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Mirador Capital Partners’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
2019
Q4 		– Sell
-83,922
Closed -$4.23M – 185
2019
Q3 		$4.23M Buy
83,922
+6,344
+8% +$319K 1.89% 11
2019
Q2 		$3.91M Buy
+77,578
New +$3.9M 1.93% 12

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Mirador Capital Partners's ICSH Position: Q4 2019 in Review

Mirador Capital Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2019, closing a stake of 83,922 shares — an estimated $4.23M sold.

Mirador Capital Partners first reported a position in ICSH in Q2 2019 and held it in 2 quarters. The position peaked at $4.23M in Q3 2019. 164 funds tracked by Wall St. Rank hold ICSH as of Q4 2019.

  • Mirador Capital Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2019 after selling out during the quarter.
  • Mirador Capital Partners sold 83,922 iShares Ultra Short Duration Bond Active ETF shares in Q4 2019, an estimated $4.23M.
  • Mirador Capital Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and held it in 2 quarters.
  • Mirador Capital Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $4.23M in Q3 2019.
  • 164 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2019.

Based on Mirador Capital Partners's 13F filing for Q4 2019, filed 17 Jan 2020.