Alpha Financial Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Alpha Financial Partners’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	$1.53M	Buy	+30,237	New	+$1.53M	0.8%	21
2025 Q4	–	Sell	-5,240	Closed	-$266K	–	97
2025 Q3	$266K	Buy	5,240 +327	+7%	+$16.6K	0.17%	73
2025 Q2	$249K	Sell	4,913 -8,579	-64%	-$434K	0.18%	71
2025 Q1	$684K	Sell	13,492 -4,379	-25%	-$221K	0.55%	30
2024 Q4	$901K	Buy	+17,871	New	+$903K	0.71%	23
2024 Q3	–	Sell	-17,050	Closed	-$862K	–	125
2024 Q2	$862K	Buy	17,050 +2,581	+18%	+$130K	0.75%	24
2024 Q1	$732K	Buy	14,469 +162	+1%	+$8.18K	0.67%	23
2023 Q4	$721K	Buy	14,307 +201	+1%	+$10.1K	0.71%	22
2023 Q3	$711K	Sell	14,106 -10,280	-42%	-$517K	0.83%	23
2023 Q2	$1.23M	Sell	24,386 -2,183	-8%	-$110K	1.31%	15
2023 Q1	$1.34M	Sell	26,569 -27	-0.1%	-$1.35K	1.5%	12
2022 Q4	$1.33M	Buy	+26,596	New	+$1.33M	1.61%	12

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

Alpha Financial Partners's ICSH Position: Q2 2026 in Review

Alpha Financial Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 30,237 shares worth $1.53M. The stake represents 0.8% of the portfolio and ranks #21 among its holdings. This is a return to the name: Alpha Financial Partners previously reported a position in ICSH as recently as Q3 2025.

Alpha Financial Partners first reported a position in ICSH in Q4 2022 and has held it in 12 quarters since. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Alpha Financial Partners held 30,237 shares of iShares Ultra Short Duration Bond Active ETF worth $1.53M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Alpha Financial Partners position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.8% of Alpha Financial Partners's portfolio in Q2 2026, its #21 holding.
Alpha Financial Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 12 quarters since.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.