Squar Milner Financial Services
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Squar Milner Financial Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Squar Milner Financial 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
2020
Q3 		– Sell
-106,913
Closed -$5.41M – 83
2020
Q2 		$5.41M Buy
+106,913
New +$5.39M 3.07% 6
2019
Q4 		– Sell
-115,003
Closed -$5.82M – 837
2019
Q3 		$5.82M Buy
+115,003
New +$5.79M 2.97% 5

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baystate Wealth Management
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Pacific Center for Financial Services
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return

Squar Milner Financial Services's ICSH Position: Q3 2020 in Review

Squar Milner Financial Services sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2020, closing a stake of 106,913 shares — an estimated $5.41M sold.

Squar Milner Financial Services first reported a position in ICSH in Q3 2019 and held it in 2 quarters. The position peaked at $5.82M in Q3 2019. 271 funds tracked by Wall St. Rank hold ICSH as of Q3 2020.

  • Squar Milner Financial Services reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 106,913 iShares Ultra Short Duration Bond Active ETF shares in Q3 2020, an estimated $5.41M.
  • Squar Milner Financial Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's iShares Ultra Short Duration Bond Active ETF position peaked at $5.82M in Q3 2019.
  • 271 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.