Able Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Able Wealth Management’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 Q1	$6.65M	Buy	131,415 +7,742	+6%	+$392K	1.78%	17
2025 Q4	$6.26M	Sell	123,673 -19,842	-14%	-$1M	1.98%	17
2025 Q3	$7.28M	Buy	143,515 +104,801	+271%	+$5.31M	2.74%	13
2025 Q2	$1.96M	Buy	38,714 +16,758	+76%	+$847K	0.99%	27
2025 Q1	$1.11M	Buy	21,956 +2,878	+15%	+$146K	0.66%	38
2024 Q4	$962K	Buy	+19,078	New	+$964K	0.63%	40
2024 Q1	–	Sell	-88	Closed	-$4.43K	–	304
2023 Q4	$4.43K	Buy	+88	New	+$4.43K	﹤0.01%	358

Other funds holding ICSH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Able Wealth Management's ICSH Position: Q1 2026 in Review

Able Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.3% in Q1 2026, buying an estimated $392K and bringing the position to 131,415 shares worth $6.65M. The position accounts for 1.78% of the portfolio, ranked #17.

Able Wealth Management first reported a position in ICSH in Q4 2023 and has held it in 7 quarters since. The position peaked at $7.28M in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Able Wealth Management held 131,415 shares of iShares Ultra Short Duration Bond Active ETF worth $6.65M as of Q1 2026.
Able Wealth Management bought 7,742 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $392K.
iShares Ultra Short Duration Bond Active ETF made up 1.78% of Able Wealth Management's portfolio in Q1 2026, its #17 holding.
Able Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 7 quarters since.
Able Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $7.28M in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.