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Bell Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bell Investment Advisors’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 		$7.8K Buy
154
+1
+0.7% +$51 ﹤0.01% 787
2025
Q4 		$7.74K Sell
153
-179
-54% -$9.06K ﹤0.01% 796
2025
Q3 		$16.8K Buy
332
+4
+1% +$203 ﹤0.01% 461
2025
Q2 		$16.6K Buy
328
+4
+1% +$202 ﹤0.01% 479
2025
Q1 		$16.4K Sell
324
-4,311
-93% -$218K ﹤0.01% 443
2024
Q4 		$234K Sell
4,635
-6,919
-60% -$350K 0.04% 100
2024
Q3 		$586K Sell
11,554
-10,189
-47% -$515K 0.11% 61
2024
Q2 		$1.1M Buy
21,743
+6,631
+44% +$334K 0.22% 51
2024
Q1 		$764K Buy
15,112
+9,277
+159% +$468K 0.15% 54
2023
Q4 		$294K Buy
5,835
+50
+0.9% +$2.52K 0.06% 82
2023
Q3 		$291K Sell
5,785
-543,974
-99% -$27.3M 0.07% 76
2023
Q2 		$27.7M Buy
549,759
+17,422
+3% +$875K 6.14% 5
2023
Q1 		$26.7M Buy
532,337
+19,128
+4% +$960K 6.26% 5
2022
Q4 		$25.7M Buy
513,209
+70,938
+16% +$3.54M 6.39% 5
2022
Q3 		$22.1M Buy
442,271
+11,472
+3% +$574K 6.87% 4
2022
Q2 		$21.6M Buy
+430,799
New +$21.6M 6.61% 5
2021
Q4 		$20.4M Buy
404,641
+17,742
+5% +$895K 5.59% 6
2021
Q3 		$19.5M Buy
+386,899
New +$19.5M 5.78% 6

Other funds holding ICSH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Bell Investment Advisors's ICSH Position: Q1 2026 in Review

Bell Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.65% in Q1 2026, buying an estimated $51 and bringing the position to 154 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Bell Investment Advisors first reported a position in ICSH in Q3 2021 and has held it in 18 quarters since. The position peaked at $27.7M in Q2 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • Bell Investment Advisors held 154 shares of iShares Ultra Short Duration Bond Active ETF worth $7.8K as of Q1 2026.
  • Bell Investment Advisors bought 1 iShares Ultra Short Duration Bond Active ETF share in Q1 2026, an estimated $51.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #787 holding.
  • Bell Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $27.7M in Q2 2023.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.