Shira Ridge Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Shira Ridge Wealth Management’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 Q4	–	Sell	-16,269	Closed	-$825K	–	81
2024 Q3	$825K	Sell	16,269 -29,967	-65%	-$1.52M	0.42%	38
2024 Q2	$2.34M	Buy	46,236 +38	+0.1%	+$1.92K	1.3%	20
2024 Q1	$2.34M	Sell	46,198 -2,526	-5%	-$127K	1.34%	21
2023 Q4	$2.45M	Sell	48,724 -7,954	-14%	-$400K	1.47%	19
2023 Q3	$2.86M	Sell	56,678 -7,091	-11%	-$356K	1.88%	14
2023 Q2	$3.21M	Sell	63,769 -5,030	-7%	-$253K	2.01%	15
2023 Q1	$3.46M	Sell	68,799 -8,452	-11%	-$424K	2.28%	14
2022 Q4	$3.87M	Buy	+77,251	New	+$3.86M	2.66%	14

Other funds holding ICSH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

DCM

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

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

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

Shira Ridge Wealth Management's ICSH Position: Q4 2024 in Review

Shira Ridge Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 16,269 shares — an estimated $825K sold.

Shira Ridge Wealth Management first reported a position in ICSH in Q4 2022 and held it in 8 quarters. The position peaked at $3.87M in Q4 2022. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

Shira Ridge Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
Shira Ridge Wealth Management sold 16,269 iShares Ultra Short Duration Bond Active ETF shares in Q4 2024, an estimated $825K.
Shira Ridge Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 8 quarters.
Shira Ridge Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $3.87M in Q4 2022.
462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on Shira Ridge Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.