EP Wealth Advisors LLC Takes $338,000 Position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Posted by Sarita Garza on May 13th, 2025

EP Wealth Advisors LLC acquired a new position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 6,702 shares of the company’s stock, valued at approximately $338,000.

A number of other institutional investors have also recently added to or reduced their stakes in ICSH. Providence First Trust Co bought a new position in iShares Ultra Short-Term Bond Active ETF during the 4th quarter worth $27,000. M Holdings Securities Inc. bought a new position in shares of iShares Ultra Short-Term Bond Active ETF in the fourth quarter worth $29,000. Hoese & Co LLP bought a new position in shares of iShares Ultra Short-Term Bond Active ETF in the fourth quarter worth $43,000. Physician Wealth Advisors Inc. bought a new position in shares of iShares Ultra Short-Term Bond Active ETF in the fourth quarter worth $50,000. Finally, Private Trust Co. NA grew its stake in shares of iShares Ultra Short-Term Bond Active ETF by 21.5% in the fourth quarter. Private Trust Co. NA now owns 1,302 shares of the company’s stock worth $66,000 after purchasing an additional 230 shares in the last quarter.

iShares Ultra Short-Term Bond Active ETF Price Performance

BATS:ICSH opened at $50.54 on Tuesday. iShares Ultra Short-Term Bond Active ETF has a 1 year low of $50.29 and a 1 year high of $50.77. The business has a fifty day moving average of $50.56 and a 200-day moving average of $50.55.

iShares Ultra Short-Term Bond Active ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Thursday, March 6th. Stockholders of record on Monday, March 3rd were paid a $0.1797 dividend. The ex-dividend date was Monday, March 3rd.

iShares Ultra Short-Term Bond Active ETF Profile

(Free Report)

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.