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WealthPLAN Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,602
Closed -$80.6K – 679
2023
Q2 		$80.6K Hold
1,602
– – 0.01% 427
2023
Q1 		$80.5K Buy
+1,602
New +$80.4K 0.01% 467

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

WealthPLAN Partners's ICSH Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2023, closing a stake of 1,602 shares — an estimated $80.6K sold.

WealthPLAN Partners first reported a position in ICSH in Q1 2023 and held it in 2 quarters. The position peaked at $80.6K in Q2 2023. 410 funds tracked by Wall St. Rank hold ICSH as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,602 iShares Ultra Short Duration Bond Active ETF shares in Q3 2023, an estimated $80.6K.
  • WealthPLAN Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $80.6K in Q2 2023.
  • 410 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.