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Shine Investment Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Shine Investment Advisory Services’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
2019
Q1 		– Sell
-70,498
Closed -$3.53M – 701
2018
Q4 		$3.53M Buy
+70,498
New +$3.53M 1.74% 14

Other funds holding ICSH

SHGA
Sand Hill Global Advisors Palo Alto, California $2.97B AUM 16.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Shine Investment Advisory Services's ICSH Position: Q1 2019 in Review

Shine Investment Advisory Services sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2019, closing a stake of 70,498 shares — an estimated $3.53M sold.

Shine Investment Advisory Services first reported a position in ICSH in Q4 2018 and held it in 1 quarter. The position peaked at $3.53M in Q4 2018. 102 funds tracked by Wall St. Rank hold ICSH as of Q1 2019.

  • Shine Investment Advisory Services reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 70,498 iShares Ultra Short Duration Bond Active ETF shares in Q1 2019, an estimated $3.53M.
  • Shine Investment Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and held it in 1 quarter.
  • Shine Investment Advisory Services's iShares Ultra Short Duration Bond Active ETF position peaked at $3.53M in Q4 2018.
  • 102 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2019.

Based on Shine Investment Advisory Services's 13F filing for Q1 2019, filed 16 Apr 2019.