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Atria Investments’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Atria Investments’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 		$763K Buy
15,095
+8,586
+132% +$434K 0.01% 1268
2026
Q1 		$330K Sell
6,509
-225,223
-97% -$11.4M ﹤0.01% 1693
2025
Q4 		$11.7M Buy
231,732
+5,156
+2% +$261K 0.13% 159
2025
Q3 		$11.5M Buy
226,576
+10,828
+5% +$548K 0.13% 163
2025
Q2 		$10.9M Sell
215,748
-6,966
-3% -$352K 0.13% 170
2025
Q1 		$11.3M Sell
222,714
-6
-0% -$303 0.14% 159
2024
Q4 		$11.2M Buy
222,720
+47,881
+27% +$2.42M 0.14% 167
2024
Q3 		$8.87M Buy
174,839
+8,485
+5% +$429K 0.11% 208
2024
Q2 		$8.41M Buy
166,354
+4,009
+2% +$202K 0.11% 202
2024
Q1 		$8.21M Buy
162,345
+5,966
+4% +$301K 0.11% 208
2023
Q4 		$7.88M Sell
156,379
-9,600
-6% -$483K 0.12% 204
2023
Q3 		$8.36M Sell
165,979
-37,603
-18% -$1.89M 0.15% 161
2023
Q2 		$10.2M Buy
203,582
+678
+0.3% +$34K 0.18% 126
2023
Q1 		$10.2M Buy
202,904
+43,728
+27% +$2.19M 0.19% 121
2022
Q4 		$7.97M Buy
159,176
+73,798
+86% +$3.69M 0.16% 155
2022
Q3 		$4.27M Buy
85,378
+13,753
+19% +$688K 0.09% 265
2022
Q2 		$3.58M Sell
71,625
-39,064
-35% -$1.96M 0.08% 329
2022
Q1 		$5.55M Buy
110,689
+50,390
+84% +$2.53M 0.1% 248
2021
Q4 		$3.04M Buy
60,299
+10,039
+20% +$506K 0.05% 405
2021
Q3 		$2.54M Sell
50,260
-75,995
-60% -$3.84M 0.05% 430
2021
Q2 		$6.38M Sell
126,255
-3,349
-3% -$169K 0.12% 190
2021
Q1 		$6.55M Buy
129,604
+1,037
+0.8% +$52.4K 0.14% 163
2020
Q4 		$6.5M Buy
+128,567
New +$6.5M 0.16% 154

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Atria Investments's ICSH Position: Q2 2026 in Review

Atria Investments increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 132% in Q2 2026, buying an estimated $434K and bringing the position to 15,095 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #1268.

Atria Investments first reported a position in ICSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.7M in Q4 2025. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Atria Investments held 15,095 shares of iShares Ultra Short Duration Bond Active ETF worth $763K as of Q2 2026.
  • Atria Investments bought 8,586 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $434K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1268 holding.
  • Atria Investments first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 23 quarters since.
  • Atria Investments's iShares Ultra Short Duration Bond Active ETF position peaked at $11.7M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.