Peak Financial Advisors LLC Takes $5.42 Million Position in iShares Ultra Short-Term Bond Active ETF $ICSH

Peak Financial Advisors LLC acquired a new position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 107,142 shares of the company’s stock, valued at approximately $5,424,000. iShares Ultra Short-Term Bond Active ETF accounts for approximately 2.4% of Peak Financial Advisors LLC’s portfolio, making the stock its 8th largest holding. Peak Financial Advisors LLC owned 0.09% of iShares Ultra Short-Term Bond Active ETF at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in ICSH. Temasek Holdings Private Ltd bought a new stake in iShares Ultra Short-Term Bond Active ETF during the 3rd quarter valued at approximately $100,178,000. Foster Dykema Cabot & Partners LLC boosted its stake in iShares Ultra Short-Term Bond Active ETF by 84.7% in the 4th quarter. Foster Dykema Cabot & Partners LLC now owns 4,025,851 shares of the company’s stock worth $203,628,000 after purchasing an additional 1,846,242 shares during the period. Prosperity Consulting Group LLC purchased a new stake in iShares Ultra Short-Term Bond Active ETF during the 3rd quarter valued at approximately $32,752,000. Capital Advantage Inc. grew its holdings in iShares Ultra Short-Term Bond Active ETF by 737.4% during the 4th quarter. Capital Advantage Inc. now owns 718,302 shares of the company’s stock valued at $36,332,000 after buying an additional 632,528 shares in the last quarter. Finally, Bank of America Corp DE raised its position in shares of iShares Ultra Short-Term Bond Active ETF by 16.4% during the second quarter. Bank of America Corp DE now owns 3,994,163 shares of the company’s stock valued at $202,544,000 after buying an additional 561,690 shares during the last quarter.

iShares Ultra Short-Term Bond Active ETF Stock Performance

iShares Ultra Short-Term Bond Active ETF stock opened at $50.57 on Monday. iShares Ultra Short-Term Bond Active ETF has a 1 year low of $50.43 and a 1 year high of $50.77. The firm’s 50 day moving average price is $50.53 and its 200-day moving average price is $50.58.

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.