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ATX Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

ATX Financial Planning’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 		$2.76M Buy
54,527
+29,157
+115% +$1.47M 1.83% 14
2026
Q1 		$1.28M Buy
+25,370
New +$1.28M 0.98% 28

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 20.41% 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

ATX Financial Planning's ICSH Position: Q2 2026 in Review

ATX Financial Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 115% in Q2 2026, buying an estimated $1.47M and bringing the position to 54,527 shares worth $2.76M. The position accounts for 1.83% of the portfolio, ranked #14.

ATX Financial Planning first reported a position in ICSH in Q1 2026 and has held it in 2 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • ATX Financial Planning held 54,527 shares of iShares Ultra Short Duration Bond Active ETF worth $2.76M as of Q2 2026.
  • ATX Financial Planning bought 29,157 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.47M.
  • iShares Ultra Short Duration Bond Active ETF made up 1.83% of ATX Financial Planning's portfolio in Q2 2026, its #14 holding.
  • ATX Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.