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

PSI 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
2020
Q1 		– Sell
-473
Closed -$23K – 312
2019
Q4 		$23K Buy
+473
New +$23.8K 0.01% 359

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

PSI Advisors's ICSH Position: Q1 2020 in Review

PSI Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2020, closing a stake of 473 shares — an estimated $23K sold.

PSI Advisors first reported a position in ICSH in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 188 funds tracked by Wall St. Rank hold ICSH as of Q1 2020.

  • PSI Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 473 iShares Ultra Short Duration Bond Active ETF shares in Q1 2020, an estimated $23K.
  • PSI Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $23K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.