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

BCR Wealth Strategies’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	$4.64M	Buy	91,680 +9,316	+11%	+$471K	1.3%	10
2026 Q1	$4.17M	Buy	82,364 +1,821	+2%	+$92.2K	1.31%	10
2025 Q4	$4.07M	Sell	80,543 -8,512	-10%	-$431K	1.35%	10
2025 Q3	$4.52M	Buy	89,055 +15,913	+22%	+$806K	1.59%	10
2025 Q2	$3.71M	Buy	73,142 +1,794	+3%	+$90.7K	1.44%	10
2025 Q1	$3.62M	Buy	71,348 +25,829	+57%	+$1.31M	1.59%	10
2024 Q4	$2.29M	Sell	45,519 -2,261	-5%	-$114K	1.07%	10
2024 Q3	$2.42M	Buy	47,780 +118	+0.2%	+$5.97K	1.14%	9
2024 Q2	$2.41M	Sell	47,662 -14,123	-23%	-$712K	1.57%	7
2024 Q1	$3.12M	Buy	61,785 +22,305	+56%	+$1.13M	2.11%	7
2023 Q4	$1.99M	Buy	39,480 +9,850	+33%	+$496K	1.43%	8
2023 Q3	$1.49M	Buy	29,630 +3,920	+15%	+$197K	1.19%	8
2023 Q2	$1.29M	Sell	25,710 -4,329	-14%	-$217K	1%	8
2023 Q1	$1.51M	Buy	30,039 +8,905	+42%	+$447K	1.2%	8
2022 Q4	$1.06M	Sell	21,134 -2,086	-9%	-$104K	0.91%	8
2022 Q3	$1.16M	Buy	23,220 +488	+2%	+$24.4K	1.19%	7
2022 Q2	$1.14M	Buy	22,732 +5,474	+32%	+$274K	1.18%	7
2022 Q1	$866K	Sell	17,258 -1,466	-8%	-$73.7K	0.83%	7
2021 Q4	$943K	Buy	+18,724	New	+$944K	0.89%	8

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

BCR Wealth Strategies's ICSH Position: Q2 2026 in Review

BCR Wealth Strategies increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 11% in Q2 2026, buying an estimated $471K and bringing the position to 91,680 shares worth $4.64M. The position accounts for 1.3% of the portfolio, ranked #10.

BCR Wealth Strategies first reported a position in ICSH in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

BCR Wealth Strategies held 91,680 shares of iShares Ultra Short Duration Bond Active ETF worth $4.64M as of Q2 2026.
BCR Wealth Strategies bought 9,316 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $471K.
iShares Ultra Short Duration Bond Active ETF made up 1.3% of BCR Wealth Strategies's portfolio in Q2 2026, its #10 holding.
BCR Wealth Strategies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 19 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.