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TrueMark Investments’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

TrueMark Investments’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
-8,497
Closed -$431K – 209
2024
Q3 		$431K Buy
8,497
+851
+11% +$43K 0.14% 135
2024
Q2 		$386K Buy
+7,646
New +$386K 0.13% 139

Other funds holding ICSH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueMark Investments's ICSH Position: Q4 2024 in Review

TrueMark Investments sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2024, closing a stake of 8,497 shares — an estimated $431K sold.

TrueMark Investments first reported a position in ICSH in Q2 2024 and held it in 2 quarters. The position peaked at $431K in Q3 2024. 462 funds tracked by Wall St. Rank hold ICSH as of Q4 2024.

  • TrueMark Investments reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2024 after selling out during the quarter.
  • TrueMark Investments sold 8,497 iShares Ultra Short Duration Bond Active ETF shares in Q4 2024, an estimated $431K.
  • TrueMark Investments first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2024 and held it in 2 quarters.
  • TrueMark Investments's iShares Ultra Short Duration Bond Active ETF position peaked at $431K in Q3 2024.
  • 462 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.