Aviance Capital Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Aviance Capital 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 Q1	–	Sell	-5,079	Closed	-$257K	–	376
2025 Q4	$257K	Hold	5,079	–	–	0.03%	325
2025 Q3	$258K	Hold	5,079	–	–	0.03%	317
2025 Q2	$258K	Sell	5,079 -28,689	-85%	-$1.45M	0.03%	299
2025 Q1	$1.71M	Buy	33,768 +4,420	+15%	+$224K	0.24%	95
2024 Q4	$1.48M	Buy	29,348 +3,379	+13%	+$171K	0.2%	114
2024 Q3	$1.32M	Buy	+25,969	New	+$1.31M	0.17%	135

Other funds holding ICSH

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

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

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

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Aviance Capital Partners's ICSH Position: Q1 2026 in Review

Aviance Capital Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 5,079 shares — an estimated $257K sold.

Aviance Capital Partners first reported a position in ICSH in Q3 2024 and held it in 6 quarters. The position peaked at $1.71M in Q1 2025. 528 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Aviance Capital Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Aviance Capital Partners sold 5,079 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $257K.
Aviance Capital Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and held it in 6 quarters.
Aviance Capital Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $1.71M in Q1 2025.
528 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.