MYCIO Wealth Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MYCIO Wealth 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
2020 Q1	–	Sell	-4,400	Closed	-$221K	–	194
2019 Q4	$221K	Hold	4,400	–	–	0.01%	308
2019 Q3	$222K	Hold	4,400	–	–	0.02%	283
2019 Q2	$222K	Buy	+4,400	New	+$221K	0.02%	286

Other funds holding ICSH

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

MYCIO Wealth Partners's ICSH Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2020, closing a stake of 4,400 shares — an estimated $221K sold.

MYCIO Wealth Partners first reported a position in ICSH in Q2 2019 and held it in 3 quarters. The position peaked at $222K in Q3 2019. 188 funds tracked by Wall St. Rank hold ICSH as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 4,400 iShares Ultra Short Duration Bond Active ETF shares in Q1 2020, an estimated $221K.
MYCIO Wealth Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and held it in 3 quarters.
MYCIO Wealth Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $222K in Q3 2019.
188 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.