Plante Moran Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Plante Moran Financial 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 Q3	–	Sell	-12	Closed	-$606	–	889
2024 Q2	$606	Buy	+12	New	+$605	﹤0.01%	739
2023 Q4	–	Sell	-1,680	Closed	-$84.6K	–	852
2023 Q3	$84.6K	Buy	+1,680	New	+$84.4K	0.01%	245
2021 Q4	–	Sell	-55	Closed	-$3K	–	1048
2021 Q3	$3K	Buy	+55	New	+$2.78K	﹤0.01%	836

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DCM

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

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

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

Plante Moran Financial Advisors's ICSH Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2024, closing a stake of 12 shares — an estimated $606 sold.

Plante Moran Financial Advisors first reported a position in ICSH in Q3 2021 and held it in 3 quarters. The position peaked at $84.6K in Q3 2023. 415 funds tracked by Wall St. Rank hold ICSH as of Q3 2024.

Plante Moran Financial Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 12 iShares Ultra Short Duration Bond Active ETF shares in Q3 2024, an estimated $606.
Plante Moran Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2021 and held it in 3 quarters.
Plante Moran Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $84.6K in Q3 2023.
415 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.