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

Resurgent 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 Q1	–	Sell	-500	Closed	-$25.2K	–	322
2023 Q4	$25.2K	Hold	500	–	–	0.02%	450
2023 Q3	$25.2K	Hold	500	–	–	0.02%	447
2023 Q2	$25.1K	Hold	500	–	–	0.02%	452
2023 Q1	$25.1K	Sell	500 -700	-58%	-$35.1K	0.02%	446
2022 Q4	$60K	Buy	+1,200	New	+$60K	0.03%	393

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Resurgent Financial Advisors's ICSH Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2024, closing a stake of 500 shares — an estimated $25.2K sold.

Resurgent Financial Advisors first reported a position in ICSH in Q4 2022 and held it in 5 quarters. The position peaked at $60K in Q4 2022. 413 funds tracked by Wall St. Rank hold ICSH as of Q1 2024.

Resurgent Financial Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 500 iShares Ultra Short Duration Bond Active ETF shares in Q1 2024, an estimated $25.2K.
Resurgent Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $60K in Q4 2022.
413 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.