We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$449K +$55.5K +1,095 +14%
FA
327
Fortis Advisors
Pennsylvania
$448K +$6.53K +129 +1%
SCA
328
Sandy Cove Advisors
Massachusetts
$443K -$1M -19,765 -69%
AWM
329
Alterna Wealth Management
Texas
$438K – – –
SEP
330
Southland Equity Partners
Missouri
$436K -$35.9K -709 -8%
COCM
331
Charter Oak Capital Management
New Hampshire
$432K +$48.4K +955 +13%
LIM
332
Leavell Investment Management
Alabama
$425K +$2.43K +48 +0.6%
NCM
333
New Capital Management
Texas
$422K -$29.2K -576 -6%
KWM
334
Kingsview Wealth Management
Oregon
$416K -$9.01K -178 -2%
LS
335
Liquid Strategies
Georgia
$416K +$416K +8,215 New
SFAM
336
Sawyer Falduto Asset Management
Illinois
$414K +$414K +8,179 New
JBA
337
Johnson Bixby & Associates
Washington
$409K +$12.9K +254 +3%
CFA
338
Capstone Financial Advisors
Illinois
$409K -$152K -3,002 -27%
BCA
339
Bay Colony Advisors
Massachusetts
$408K +$121K +2,387 +42%
SWM
340
Seed Wealth Management
Illinois
$405K – – –
BWM
341
BAM Wealth Management
Colorado
$400K +$146K +2,883 +57%
PG
342
Patten Group
Tennessee
$395K +$396K +7,814 New
AWM
343
Avaii Wealth Management
Wisconsin
$393K -$65.7K -1,297 -14%
CCA
344
Clearwater Capital Advisors
Illinois
$393K – – –
Koshinski Asset Management
345
Koshinski Asset Management
Illinois
$391K +$4.05K +80 +1%
EAM
346
Everstar Asset Management
North Carolina
$383K – – –
CCM
347
Condor Capital Management
New Jersey
$379K +$5.37K +106 +1%
GP
348
Guardian Partners
Canada
$376K +$35.5K +701 +10%
AIMC
349
Alley Investment Management Company
Illinois
$374K – – –
William Blair & Company
350
William Blair & Company
Illinois
$372K +$101 +2 +0%