OneDigital Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

OneDigital Investment Advisors’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 Q4	–	Sell	-15,453	Closed	-$784K	–	1459
2024 Q3	$784K	Hold	15,453	–	–	0.01%	748
2024 Q2	$781K	Sell	15,453 -1,086	-7%	-$54.8K	0.01%	716
2024 Q1	$836K	Sell	16,539 -413	-2%	-$20.8K	0.01%	561
2023 Q4	$854K	Buy	+16,952	New	+$853K	0.01%	531
2022 Q4	–	Sell	-11,006	Closed	-$550K	–	835
2022 Q3	$550K	Sell	11,006 -3,780	-26%	-$189K	0.02%	429
2022 Q2	$740K	Buy	+14,786	New	+$741K	0.03%	321

Other funds holding ICSH

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

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

DCM

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

OneDigital Investment Advisors's ICSH Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 15,453 shares — an estimated $784K sold.

OneDigital Investment Advisors first reported a position in ICSH in Q2 2022 and held it in 6 quarters. The position peaked at $854K in Q4 2023. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

OneDigital Investment Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 15,453 iShares Ultra Short Duration Bond Active ETF shares in Q4 2024, an estimated $784K.
OneDigital Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and held it in 6 quarters.
OneDigital Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $854K in Q4 2023.
462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.