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

Pinnacle Wealth 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
2021 Q2	$16.5M	Buy	+325,728	New	+$16.5M	0.67%	41

Other funds holding ICSH

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Pinnacle Wealth Advisors's ICSH Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2021: 325,728 shares worth $16.5M. The stake represents 0.67% of the portfolio and ranks #41 among its holdings.

333 funds tracked by Wall St. Rank hold ICSH as of Q2 2021.

Pinnacle Wealth Advisors held 325,728 shares of iShares Ultra Short Duration Bond Active ETF worth $16.5M as of Q2 2021.
iShares Ultra Short Duration Bond Active ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Ultra Short Duration Bond Active ETF made up 0.67% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #41 holding.
333 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.