CIBC Private Wealth Group
ICSH icon

CIBC Private Wealth Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

CIBC Private Wealth Group’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
Q4 		$9.1K Sell
180
-20
-10% -$1.01K ﹤0.01% 2452
2025
Q3 		$10.2K Sell
200
-1,123
-85% -$56.9K ﹤0.01% 2380
2025
Q2 		$67.1K Sell
1,323
-3,035
-70% -$153K ﹤0.01% 1550
2025
Q1 		$220K Hold
4,358
– – ﹤0.01% 1045
2024
Q4 		$220K Sell
4,358
-3,304
-43% -$167K ﹤0.01% 1125
2024
Q3 		$389K Buy
7,662
+3,197
+72% +$162K ﹤0.01% 948
2024
Q2 		$225K Sell
4,465
-400
-8% -$20.2K ﹤0.01% 1053
2024
Q1 		$245K Sell
4,865
-8,943
-65% -$451K ﹤0.01% 1041
2023
Q4 		$695K Buy
+13,808
New +$695K ﹤0.01% 729
2023
Q2 		– Sell
-6,523
Closed -$328K – 894
2023
Q1 		$328K Buy
6,523
+1,123
+21% +$56.3K ﹤0.01% 766
2022
Q4 		$323K Buy
5,400
+250
+5% +$12.5K ﹤0.01% 673
2022
Q3 		$258K Hold
5,150
– – ﹤0.01% 813
2022
Q2 		$258K Hold
5,150
– – ﹤0.01% 826
2022
Q1 		$258K Hold
5,150
– – ﹤0.01% 890
2021
Q4 		$260K Buy
+5,150
New +$260K ﹤0.01% 917
2021
Q3 		– Sell
-5,150
Closed -$260K – 976
2021
Q2 		$260K Buy
5,150
+325
+7% +$16.4K ﹤0.01% 936
2021
Q1 		$244K Buy
4,825
+500
+12% +$25.3K ﹤0.01% 951
2020
Q4 		$219K Hold
4,325
– – ﹤0.01% 934
2020
Q3 		$219K Buy
+4,325
New +$219K ﹤0.01% 828
2020
Q2 		– Sell
-4,325
Closed -$216K – 687
2020
Q1 		$216K Buy
+4,325
New +$217K ﹤0.01% 788

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

CIBC Private Wealth Group's ICSH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 10% in Q4 2025, selling an estimated $1.01K and leaving 180 shares worth $9.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

CIBC Private Wealth Group first reported a position in ICSH in Q1 2020 and has held it in 20 quarters since. The position peaked at $695K in Q4 2023. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

  • CIBC Private Wealth Group held 180 shares of iShares Ultra Short Duration Bond Active ETF worth $9.1K as of Q4 2025.
  • CIBC Private Wealth Group sold 20 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $1.01K.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2452 holding.
  • CIBC Private Wealth Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 20 quarters since.
  • CIBC Private Wealth Group's iShares Ultra Short Duration Bond Active ETF position peaked at $695K in Q4 2023.
  • 493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.