Acute Investment Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Acute Investment Advisory’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	–	Sell	-32,682	Closed	-$1.65M	–	19
2025 Q4	$1.65M	Sell	32,682 -4,089	-11%	-$207K	16.01%	2
2025 Q3	$1.87M	Sell	36,771 -9,215	-20%	-$467K	15.68%	2
2025 Q2	$2.33M	Sell	45,986 -32,823	-42%	-$1.66M	19.01%	2
2025 Q1	$4M	Sell	78,809 -308,039	-80%	-$15.6M	20.1%	2
2024 Q4	$19.5M	Sell	386,848 -334,763	-46%	-$16.9M	21.41%	2
2024 Q3	$36.6M	Sell	721,611 -14,302	-2%	-$723K	21.03%	2
2024 Q2	$37.2M	Sell	735,913 -192,256	-21%	-$9.7M	21.2%	2
2024 Q1	$46.9M	Buy	928,169 +38,371	+4%	+$1.94M	31.46%	2
2023 Q4	$44.8M	Buy	889,798 +49,258	+6%	+$2.48M	26.5%	2
2023 Q3	$42.3M	Buy	+840,540	New	+$42.2M	25.43%	2

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

Acute Investment Advisory's ICSH Position: Q1 2026 in Review

Acute Investment Advisory sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 32,682 shares — an estimated $1.65M sold.

Acute Investment Advisory first reported a position in ICSH in Q3 2023 and held it in 10 quarters. The position peaked at $46.9M in Q1 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Acute Investment Advisory reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Acute Investment Advisory sold 32,682 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $1.65M.
Acute Investment Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2023 and held it in 10 quarters.
Acute Investment Advisory's iShares Ultra Short Duration Bond Active ETF position peaked at $46.9M in Q1 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Acute Investment Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.