OFC Financial Planning LLC Buys Shares of 98,710 iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

OFC Financial Planning LLC purchased a new position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 98,710 shares of the company’s stock, valued at approximately $4,978,000. iShares Ultra Short-Term Bond Active ETF accounts for about 5.3% of OFC Financial Planning LLC’s portfolio, making the stock its 4th largest holding. OFC Financial Planning LLC owned 0.09% of iShares Ultra Short-Term Bond Active ETF as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Diversified Portfolios Inc. increased its position in shares of iShares Ultra Short-Term Bond Active ETF by 36.1% during the 3rd quarter. Diversified Portfolios Inc. now owns 1,152,993 shares of the company’s stock worth $58,503,000 after purchasing an additional 305,634 shares during the last quarter. Valtinson Bruner Financial Planning LLC acquired a new stake in shares of iShares Ultra Short-Term Bond Active ETF during the third quarter valued at about $10,953,000. Donaldson Capital Management LLC increased its holdings in iShares Ultra Short-Term Bond Active ETF by 10.6% in the 3rd quarter. Donaldson Capital Management LLC now owns 2,201,671 shares of the company’s stock valued at $111,713,000 after purchasing an additional 211,071 shares during the last quarter. Transcendent Capital Group LLC raised its position in iShares Ultra Short-Term Bond Active ETF by 22,626.3% in the third quarter. Transcendent Capital Group LLC now owns 179,992 shares of the company’s stock valued at $9,133,000 after purchasing an additional 179,200 shares during the period. Finally, Slow Capital Inc. lifted its stake in iShares Ultra Short-Term Bond Active ETF by 124.3% during the fourth quarter. Slow Capital Inc. now owns 298,028 shares of the company’s stock worth $15,030,000 after purchasing an additional 165,159 shares in the last quarter.

iShares Ultra Short-Term Bond Active ETF Stock Up 0.3 %

Shares of BATS ICSH opened at $50.65 on Friday. iShares Ultra Short-Term Bond Active ETF has a twelve month low of $49.98 and a twelve month high of $50.54. The stock has a fifty day simple moving average of $50.51 and a 200-day simple moving average of $50.57.

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.