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Narus Financial Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Narus Financial 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
2022
Q3 		– Sell
-4,051
Closed -$203K – 114
2022
Q2 		$203K Hold
4,051
– – 0.13% 111
2022
Q1 		$203K Buy
+4,051
New +$204K 0.11% 109
2021
Q1 		$202K Buy
+3,994
New +$202K 0.12% 105

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
DWM
Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Narus Financial Partners's ICSH Position: Q3 2022 in Review

Narus Financial Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2022, closing a stake of 4,051 shares — an estimated $203K sold.

Narus Financial Partners first reported a position in ICSH in Q1 2021 and held it in 3 quarters. The position peaked at $203K in Q1 2022. 411 funds tracked by Wall St. Rank hold ICSH as of Q3 2022.

  • Narus Financial Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2022 after selling out during the quarter.
  • Narus Financial Partners sold 4,051 iShares Ultra Short Duration Bond Active ETF shares in Q3 2022, an estimated $203K.
  • Narus Financial Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2021 and held it in 3 quarters.
  • Narus Financial Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $203K in Q1 2022.
  • 411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2022.

Based on Narus Financial Partners's 13F filing for Q3 2022, filed 12 Oct 2023.