Pinnacle Private Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Pinnacle Private 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
2022 Q2	$387K	Buy	+7,730	New	+$387K	0.15%	159

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Pinnacle Private Wealth's ICSH Position: Q2 2022 in Review

Pinnacle Private Wealth opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2022: 7,730 shares worth $387K. The stake represents 0.15% of the portfolio and ranks #159 among its holdings.

413 funds tracked by Wall St. Rank hold ICSH as of Q2 2022.

Pinnacle Private Wealth held 7,730 shares of iShares Ultra Short Duration Bond Active ETF worth $387K as of Q2 2022.
iShares Ultra Short Duration Bond Active ETF was a new Pinnacle Private Wealth position in Q2 2022.
iShares Ultra Short Duration Bond Active ETF made up 0.15% of Pinnacle Private Wealth's portfolio in Q2 2022, its #159 holding.
413 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.