OIM
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Opus Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Opus Investment 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
2019
Q4 		– Sell
-500,000
Closed -$25.2M – 109
2019
Q3 		$25.2M Buy
+500,000
New +$25.2M 4.38% 3

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JFA
Johanson Financial Advisors Campbell, California $326M AUM 23.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Opus Investment Management's ICSH Position: Q4 2019 in Review

Opus Investment Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2019, closing a stake of 500,000 shares — an estimated $25.2M sold.

Opus Investment Management first reported a position in ICSH in Q3 2019 and held it in 1 quarter. The position peaked at $25.2M in Q3 2019. 164 funds tracked by Wall St. Rank hold ICSH as of Q4 2019.

  • Opus Investment Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2019 after selling out during the quarter.
  • Opus Investment Management sold 500,000 iShares Ultra Short Duration Bond Active ETF shares in Q4 2019, an estimated $25.2M.
  • Opus Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2019 and held it in 1 quarter.
  • Opus Investment Management's iShares Ultra Short Duration Bond Active ETF position peaked at $25.2M in Q3 2019.
  • 164 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2019.

Based on Opus Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.