Number of Shares
1.83 Mil
Current Holdings Value*
$91.38 Mil
% of Portfolio
7.85%
Total Estimate Gain
$832,872.84
% of Total Estimate Gain
0.91%

Doyle Wealth Management's iShares Ultra Short Duration Bond Active ETF Holding Summary

As of 2022-09-30, Doyle Wealth Management held 1.83 Mil shares of iShares Ultra Short Duration Bond Active ETF(ICSH), totaling $91.38 Mil. This investment constitutes 7.85% of their stock portfolio, and Doyle Wealth Management now holds 1.29% of the outstanding iShares Ultra Short Duration Bond Active ETF(ICSH) stock.

The initial trade took place in 2021Q2. And since then Doyle Wealth Management has made 6 purchases of ICSH, at an average price of $50.12, for a total of 1.83 Mil shares. Based on historical transaction data and ICSH's current price of $50.58, Doyle Wealth Management's estimated gain on his ICSH holdings is $832,872.84, reflecting a 0.91% gain to date.

Doyle Wealth Management ICSH ($50.58) Holding Chart

Doyle Wealth Management ICSH ($50.58) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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