South Shore Capital Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

South Shore Capital 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
2022 Q3	$233K	Buy	4,665 +200	+4%	+$10K	0.54%	58
2022 Q2	$223K	Sell	4,465 -346	-7%	-$17.3K	0.47%	74
2022 Q1	$241K	Sell	4,811 -3,764	-44%	-$189K	0.39%	87
2021 Q4	$432K	Sell	8,575 -1,381	-14%	-$69.6K	0.71%	51
2021 Q3	$503K	Sell	9,956 -132	-1%	-$6.67K	0.91%	37
2021 Q2	$510K	Sell	10,088 -500	-5%	-$25.3K	0.9%	36
2021 Q1	$535K	Sell	10,588 -3,417	-24%	-$173K	0.53%	47
2020 Q4	$708K	Buy	+14,005	New	+$708K	0.7%	37

Other funds holding ICSH

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

South Shore Capital Advisors's ICSH Position: Q3 2022 in Review

South Shore Capital Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 4.5% in Q3 2022, buying an estimated $10K and bringing the position to 4,665 shares worth $233K. The position accounts for 0.54% of the portfolio, ranked #58.

South Shore Capital Advisors first reported a position in ICSH in Q4 2020 and has held it in 8 quarters since. The position peaked at $708K in Q4 2020. 411 funds tracked by Wall St. Rank hold ICSH as of Q3 2022.

South Shore Capital Advisors held 4,665 shares of iShares Ultra Short Duration Bond Active ETF worth $233K as of Q3 2022.
South Shore Capital Advisors bought 200 iShares Ultra Short Duration Bond Active ETF shares in Q3 2022, an estimated $10K.
iShares Ultra Short Duration Bond Active ETF made up 0.54% of South Shore Capital Advisors's portfolio in Q3 2022, its #58 holding.
South Shore Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 8 quarters since.
South Shore Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $708K in Q4 2020.
411 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.