Balance Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Balance Wealth’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 Q3	$30	Buy	+1	New	+$50	﹤0.01%	975

Other funds holding ICSH

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Balance Wealth's ICSH Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 1 share worth $30. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Balance Wealth held 1 share of iShares Ultra Short Duration Bond Active ETF worth $30 as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Balance Wealth position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #975 holding.
517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.