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3 Factor Indexing’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

3 Factor Indexing’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35K Buy
691
+7
+1% +$354 0.03% 100
2026
Q1 		$34.6K Buy
+684
New +$34.6K 0.03% 99

Other funds holding ICSH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

3 Factor Indexing's ICSH Position: Q2 2026 in Review

3 Factor Indexing increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1% in Q2 2026, buying an estimated $354 and bringing the position to 691 shares worth $35K. The position accounts for 0.03% of the portfolio, ranked #100.

3 Factor Indexing first reported a position in ICSH in Q1 2026 and has held it in 2 quarters since. 529 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • 3 Factor Indexing held 691 shares of iShares Ultra Short Duration Bond Active ETF worth $35K as of Q2 2026.
  • 3 Factor Indexing bought 7 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $354.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of 3 Factor Indexing's portfolio in Q2 2026, its #100 holding.
  • 3 Factor Indexing first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.