Center for Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Center for Financial Planning’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	$15.8K	Hold	313	–	–	﹤0.01%	449
2026 Q1	$15.8K	Buy	313 +125	+66%	+$6.33K	﹤0.01%	439
2025 Q4	$9.51K	Hold	188	–	–	﹤0.01%	498
2025 Q3	$9.54K	Hold	188	–	–	﹤0.01%	495
2025 Q2	$9.53K	Hold	188	–	–	﹤0.01%	465
2025 Q1	$9.53K	Hold	188	–	–	﹤0.01%	475
2024 Q4	$9.48K	Hold	188	–	–	﹤0.01%	426
2024 Q3	$9.54K	Hold	188	–	–	﹤0.01%	404
2024 Q2	$9.5K	Hold	188	–	–	﹤0.01%	400
2024 Q1	$9.51K	Hold	188	–	–	﹤0.01%	414
2023 Q4	$9.47K	Hold	188	–	–	﹤0.01%	373
2023 Q3	$9.47K	Hold	188	–	–	﹤0.01%	363
2023 Q2	$9.46K	Hold	188	–	–	﹤0.01%	390
2023 Q1	$9.45K	Hold	188	–	–	﹤0.01%	365
2022 Q4	$9.41K	Buy	188 +88	+88%	+$4.4K	﹤0.01%	365
2022 Q3	$5K	Hold	100	–	–	﹤0.01%	424
2022 Q2	$5K	Buy	+100	New	+$5.01K	﹤0.01%	419

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

Center for Financial Planning's ICSH Position: Q2 2026 in Review

Center for Financial Planning held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 313 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Center for Financial Planning first reported a position in ICSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $15.8K in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Center for Financial Planning held 313 shares of iShares Ultra Short Duration Bond Active ETF worth $15.8K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #449 holding.
Center for Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and has held it in 17 quarters since.
Center for Financial Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $15.8K in Q1 2026.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.