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Ceera Investments’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Ceera Investments’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
2025
Q3 		– Sell
-10,570
Closed -$536K – 113
2025
Q2 		$536K Sell
10,570
-48,760
-82% -$2.47M 0.16% 79
2025
Q1 		$3.01M Buy
+59,330
New +$3M 1.04% 30

Other funds holding ICSH

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ceera Investments's ICSH Position: Q3 2025 in Review

Ceera Investments sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 10,570 shares — an estimated $536K sold.

Ceera Investments first reported a position in ICSH in Q1 2025 and held it in 2 quarters. The position peaked at $3.01M in Q1 2025. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

  • Ceera Investments reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • Ceera Investments sold 10,570 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $536K.
  • Ceera Investments first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and held it in 2 quarters.
  • Ceera Investments's iShares Ultra Short Duration Bond Active ETF position peaked at $3.01M in Q1 2025.
  • 470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Ceera Investments's 13F filing for Q3 2025, filed 5 Nov 2025.