Summit Wealth Group LLC Boosts Position in iShares Ultra Short-Term Bond Active ETF $ICSH

Summit Wealth Group LLC boosted its position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH) by 13.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 127,579 shares of the company’s stock after purchasing an additional 15,447 shares during the period. iShares Ultra Short-Term Bond Active ETF comprises 1.7% of Summit Wealth Group LLC’s portfolio, making the stock its 17th biggest holding. Summit Wealth Group LLC owned about 0.11% of iShares Ultra Short-Term Bond Active ETF worth $6,470,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Foster Dykema Cabot & Partners LLC boosted its stake in shares of iShares Ultra Short-Term Bond Active ETF by 3.3% during the 1st quarter. Foster Dykema Cabot & Partners LLC now owns 2,251,651 shares of the company’s stock worth $114,159,000 after acquiring an additional 71,169 shares during the last quarter. LPL Financial LLC raised its stake in iShares Ultra Short-Term Bond Active ETF by 18.2% during the 1st quarter. LPL Financial LLC now owns 2,026,708 shares of the company’s stock worth $102,754,000 after acquiring an additional 311,875 shares during the period. Winthrop Advisory Group LLC raised its holdings in iShares Ultra Short-Term Bond Active ETF by 5.6% during the second quarter. Winthrop Advisory Group LLC now owns 1,198,040 shares of the company’s stock valued at $60,753,000 after acquiring an additional 63,935 shares during the period. Envestnet Asset Management Inc. raised its holdings in iShares Ultra Short-Term Bond Active ETF by 10.9% during the first quarter. Envestnet Asset Management Inc. now owns 1,131,467 shares of the company’s stock valued at $57,365,000 after acquiring an additional 111,102 shares during the period. Finally, Acorns Advisers LLC raised its holdings in iShares Ultra Short-Term Bond Active ETF by 5.6% during the first quarter. Acorns Advisers LLC now owns 971,050 shares of the company’s stock valued at $49,232,000 after acquiring an additional 51,570 shares during the period.

iShares Ultra Short-Term Bond Active ETF Price Performance

BATS:ICSH opened at $50.58 on Thursday. The business’s 50-day simple moving average is $50.67 and its two-hundred day simple moving average is $50.62. iShares Ultra Short-Term Bond Active ETF has a 52 week low of $50.33 and a 52 week high of $50.77.

iShares Ultra Short-Term Bond Active ETF 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.