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V Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

V Wealth 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
2020
Q3 		– Sell
-17,498
Closed -$885K – 243
2020
Q2 		$885K Buy
+17,498
New +$881K 0.23% 111

Other funds holding ICSH

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
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 $570B AUM 27.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $394M AUM 13.95% 1-Year Est. Return

V Wealth Advisors's ICSH Position: Q3 2020 in Review

V Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2020, closing a stake of 17,498 shares — an estimated $885K sold.

V Wealth Advisors first reported a position in ICSH in Q2 2020 and held it in 1 quarter. The position peaked at $885K in Q2 2020. 271 funds tracked by Wall St. Rank hold ICSH as of Q3 2020.

  • V Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2020 after selling out during the quarter.
  • V Wealth Advisors sold 17,498 iShares Ultra Short Duration Bond Active ETF shares in Q3 2020, an estimated $885K.
  • V Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 1 quarter.
  • V Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $885K in Q2 2020.
  • 271 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2020.

Based on V Wealth Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.