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Shared Vision Wealth Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Shared Vision Wealth Group’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
-4,256
Closed -$214K – 79
2023
Q4 		$214K Buy
+4,256
New +$214K 0.14% 75

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cerity Partners
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Shared Vision Wealth Group's ICSH Position: Q1 2024 in Review

Shared Vision Wealth Group sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2024, closing a stake of 4,256 shares — an estimated $214K sold.

Shared Vision Wealth Group first reported a position in ICSH in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 413 funds tracked by Wall St. Rank hold ICSH as of Q1 2024.

  • Shared Vision Wealth Group reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2024 after selling out during the quarter.
  • Shared Vision Wealth Group sold 4,256 iShares Ultra Short Duration Bond Active ETF shares in Q1 2024, an estimated $214K.
  • Shared Vision Wealth Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and held it in 1 quarter.
  • Shared Vision Wealth Group's iShares Ultra Short Duration Bond Active ETF position peaked at $214K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2024.

Based on Shared Vision Wealth Group's 13F filing for Q1 2024, filed 7 May 2024.