Castle Wealth Management LLC Takes Position in iShares Ultra Short-Term Bond Active ETF $ICSH

Castle Wealth Management LLC purchased a new position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 90,188 shares of the company’s stock, valued at approximately $4,565,000. iShares Ultra Short-Term Bond Active ETF comprises approximately 1.5% of Castle Wealth Management LLC’s investment portfolio, making the stock its 24th largest position. Castle Wealth Management LLC owned 0.08% of iShares Ultra Short-Term Bond Active ETF at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in ICSH. Bison Wealth LLC grew its position in shares of iShares Ultra Short-Term Bond Active ETF by 32.1% during the 4th quarter. Bison Wealth LLC now owns 90,281 shares of the company’s stock worth $4,553,000 after buying an additional 21,925 shares during the period. Jane Street Group LLC raised its position in shares of iShares Ultra Short-Term Bond Active ETF by 126.7% in the 1st quarter. Jane Street Group LLC now owns 206,046 shares of the company’s stock valued at $10,447,000 after acquiring an additional 115,176 shares during the period. Baird Financial Group Inc. raised its position in shares of iShares Ultra Short-Term Bond Active ETF by 0.9% in the 2nd quarter. Baird Financial Group Inc. now owns 55,346 shares of the company’s stock valued at $2,807,000 after acquiring an additional 506 shares during the period. NewEdge Advisors LLC boosted its stake in iShares Ultra Short-Term Bond Active ETF by 6.4% during the 2nd quarter. NewEdge Advisors LLC now owns 32,626 shares of the company’s stock worth $1,654,000 after acquiring an additional 1,968 shares during the last quarter. Finally, Raymond James Financial Inc. boosted its stake in iShares Ultra Short-Term Bond Active ETF by 18.1% during the 2nd quarter. Raymond James Financial Inc. now owns 1,003,443 shares of the company’s stock worth $50,885,000 after acquiring an additional 153,726 shares during the last quarter.

iShares Ultra Short-Term Bond Active ETF Stock Down 0.0%

BATS ICSH traded down $0.01 during trading on Friday, reaching $50.45. 1,519,628 shares of the stock traded hands, compared to its average volume of 1,693,650. iShares Ultra Short-Term Bond Active ETF has a fifty-two week low of $50.40 and a fifty-two week high of $50.77. The stock’s 50-day moving average price is $50.51 and its 200 day moving average price is $50.57.

iShares Ultra Short-Term Bond Active ETF Company Profile

The iShares Ultra Short-Term Bond ETF (ICSH) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is actively managed to invest in broad market, investment-grade bonds with ultra-short-term maturity. ICSH was launched on Dec 11, 2013 and is managed by BlackRock.