Arax Advisory Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Arax Advisory 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	$3.99M	Buy	78,823 +34,873	+79%	+$1.76M	0.03%	555
2026 Q1	$2.22M	Buy	43,950 +3,717	+9%	+$188K	0.06%	250
2025 Q4	$2.03M	Buy	+40,233	New	+$2.04M	0.06%	232
2025 Q3	–	Sell	-7,881	Closed	-$400K	–	3921
2025 Q2	$400K	Sell	7,881 -379,470	-98%	-$19.2M	0.02%	454
2025 Q1	$19.6M	Buy	387,351 +383,585	+10,185%	+$19.4M	1.26%	23
2024 Q4	$190K	Hold	3,766	–	–	0.01%	499
2024 Q3	$191K	Sell	3,766 -4,300	-53%	-$217K	0.02%	357
2024 Q2	$408K	Sell	8,066 -650	-7%	-$32.8K	0.04%	225
2024 Q1	$441K	Sell	8,716 -100	-1%	-$5.05K	0.05%	198
2023 Q4	$444K	Sell	8,816 -6,609	-43%	-$333K	0.05%	173
2023 Q3	$777K	Hold	15,425	–	–	0.1%	114
2023 Q2	$776K	Sell	15,425 -2,180	-12%	-$109K	0.1%	94
2023 Q1	$885K	Sell	17,605 -5,815	-25%	-$292K	0.12%	85
2022 Q4	$1.17M	Hold	23,420	–	–	0.16%	66
2022 Q3	$1.17M	Buy	+23,420	New	+$1.17M	0.18%	58

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

Arax Advisory Partners's ICSH Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 79% in Q2 2026, buying an estimated $1.76M and bringing the position to 78,823 shares worth $3.99M. The position accounts for 0.03% of the portfolio, ranked #555.

Arax Advisory Partners first reported a position in ICSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q1 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Arax Advisory Partners held 78,823 shares of iShares Ultra Short Duration Bond Active ETF worth $3.99M as of Q2 2026.
Arax Advisory Partners bought 34,873 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.76M.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Arax Advisory Partners's portfolio in Q2 2026, its #555 holding.
Arax Advisory Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2022 and has held it in 15 quarters since.
Arax Advisory Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $19.6M in Q1 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.