107,142 Shares in iShares Ultra Short-Term Bond Active ETF $ICSH Purchased by Peak Financial Advisors LLC

Peak Financial Advisors LLC purchased a new stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 107,142 shares of the company’s stock, valued at approximately $5,424,000. iShares Ultra Short-Term Bond Active ETF comprises approximately 2.4% of Peak Financial Advisors LLC’s holdings, making the stock its 8th largest position.

Several other institutional investors have also added to or reduced their stakes in the company. Advisory Services Network LLC boosted its position in shares of iShares Ultra Short-Term Bond Active ETF by 6.1% during the 3rd quarter. Advisory Services Network LLC now owns 345,149 shares of the company’s stock valued at $17,516,000 after acquiring an additional 19,812 shares during the last quarter. Prevail Innovative Wealth Advisors LLC purchased a new position in shares of iShares Ultra Short-Term Bond Active ETF in the third quarter valued at $3,026,000. Aptus Capital Advisors LLC increased its position in iShares Ultra Short-Term Bond Active ETF by 45.9% in the third quarter. Aptus Capital Advisors LLC now owns 32,250 shares of the company’s stock worth $1,637,000 after purchasing an additional 10,147 shares during the last quarter. CWM LLC increased its position in iShares Ultra Short-Term Bond Active ETF by 17.5% in the fourth quarter. CWM LLC now owns 439,455 shares of the company’s stock worth $22,228,000 after purchasing an additional 65,294 shares during the last quarter. Finally, Plum Street Advisors LLC raised its stake in iShares Ultra Short-Term Bond Active ETF by 55.0% during the third quarter. Plum Street Advisors LLC now owns 116,779 shares of the company’s stock valued at $5,927,000 after purchasing an additional 41,441 shares in the last quarter.

iShares Ultra Short-Term Bond Active ETF Price Performance

iShares Ultra Short-Term Bond Active ETF stock opened at $50.57 on Monday. iShares Ultra Short-Term Bond Active ETF has a 52-week low of $50.43 and a 52-week high of $50.77. The firm’s fifty day moving average is $50.53 and its 200 day moving average is $50.58.

About iShares Ultra Short-Term Bond Active ETF

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.