Morton Brown Family Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-146	Closed	-$7.35K	–	259
2023 Q4	$7.35K	Hold	146	–	–	﹤0.01%	196
2023 Q3	$7.36K	Hold	146	–	–	﹤0.01%	139
2023 Q2	$7.34K	Hold	146	–	–	﹤0.01%	131
2023 Q1	$7.34K	Hold	146	–	–	﹤0.01%	145
2022 Q4	$7.31K	Hold	146	–	–	0.01%	122
2022 Q3	$7K	Hold	146	–	–	0.01%	126
2022 Q2	$7K	Hold	146	–	–	0.01%	122
2022 Q1	$7K	Hold	146	–	–	0.01%	115
2021 Q4	$7K	Buy	+146	New	+$7.36K	0.01%	131

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morton Brown Family Wealth's ICSH Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2024, closing a stake of 146 shares — an estimated $7.35K sold.

Morton Brown Family Wealth first reported a position in ICSH in Q4 2021 and held it in 9 quarters. The position peaked at $7.36K in Q3 2023. 413 funds tracked by Wall St. Rank hold ICSH as of Q1 2024.

Morton Brown Family Wealth reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2024 after selling out during the quarter.
Morton Brown Family Wealth sold 146 iShares Ultra Short Duration Bond Active ETF shares in Q1 2024, an estimated $7.35K.
Morton Brown Family Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and held it in 9 quarters.
Morton Brown Family Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $7.36K in Q3 2023.
413 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.