Bellevue Asset Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bellevue Asset Management’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	$1.91K	Hold	37	–	–	﹤0.01%	463
2026 Q1	$1.89K	Hold	37	–	–	﹤0.01%	358
2025 Q4	$1.88K	Buy	37 +1	+3%	+$51	﹤0.01%	445
2025 Q3	$1.86K	Hold	36	–	–	﹤0.01%	444
2025 Q2	$1.83K	Buy	36 +1	+3%	+$51	﹤0.01%	440
2025 Q1	$1.81K	Hold	35	–	–	﹤0.01%	432
2024 Q4	$1.79K	Buy	35 +1	+3%	+$51	﹤0.01%	451
2024 Q3	$1.77K	Hold	34	–	–	﹤0.01%	427
2024 Q2	$1.74K	Hold	34	–	–	﹤0.01%	424
2024 Q1	$1.72K	Hold	34	–	–	﹤0.01%	426
2023 Q4	$1.71K	Hold	34	–	–	﹤0.01%	419
2023 Q3	$1.71K	Hold	34	–	–	﹤0.01%	403
2023 Q2	$1.71K	Buy	+34	New	+$1.71K	﹤0.01%	425

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 20.4% 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

Bellevue Asset Management's ICSH Position: Q2 2026 in Review

Bellevue Asset Management held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 37 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Bellevue Asset Management first reported a position in ICSH in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Bellevue Asset Management held 37 shares of iShares Ultra Short Duration Bond Active ETF worth $1.91K as of Q2 2026.
Bellevue Asset Management left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #463 holding.
Bellevue Asset Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and has held it in 13 quarters since.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.