Stone House Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Stone House Investment 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
2020 Q1	–	Sell	-52,593	Closed	-$2.65M	–	35
2019 Q4	$2.65M	Buy	52,593 +14,710	+39%	+$741K	1.93%	15
2019 Q3	$1.91M	Buy	37,883 +391	+1%	+$19.7K	0.95%	23
2019 Q2	$1.89M	Buy	37,492 +36,772	+5,107%	+$1.85M	0.99%	23
2019 Q1	$36K	Buy	+720	New	+$36.1K	0.02%	109

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

RJA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

PCFFS

Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Stone House Investment Management's ICSH Position: Q1 2020 in Review

Stone House Investment Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2020, closing a stake of 52,593 shares — an estimated $2.65M sold.

Stone House Investment Management first reported a position in ICSH in Q1 2019 and held it in 4 quarters. The position peaked at $2.65M in Q4 2019. 188 funds tracked by Wall St. Rank hold ICSH as of Q1 2020.

Stone House Investment Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2020 after selling out during the quarter.
Stone House Investment Management sold 52,593 iShares Ultra Short Duration Bond Active ETF shares in Q1 2020, an estimated $2.65M.
Stone House Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2019 and held it in 4 quarters.
Stone House Investment Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.65M in Q4 2019.
188 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2020.

Based on Stone House Investment Management's 13F filing for Q1 2020, filed 17 Apr 2020.