MWM
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Mission Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Mission 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
2020
Q4 		– Sell
-24,762
Closed -$1.25M – 417
2020
Q3 		$1.25M Buy
+24,762
New +$1.25M 0.09% 101

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Mission Wealth Management's ICSH Position: Q4 2020 in Review

Mission Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2020, closing a stake of 24,762 shares — an estimated $1.25M sold.

Mission Wealth Management first reported a position in ICSH in Q3 2020 and held it in 1 quarter. The position peaked at $1.25M in Q3 2020. 303 funds tracked by Wall St. Rank hold ICSH as of Q4 2020.

  • Mission Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2020 after selling out during the quarter.
  • Mission Wealth Management sold 24,762 iShares Ultra Short Duration Bond Active ETF shares in Q4 2020, an estimated $1.25M.
  • Mission Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and held it in 1 quarter.
  • Mission Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.25M in Q3 2020.
  • 303 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2020.

Based on Mission Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.