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

Claro 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 Q2	$240K	Buy	4,743 +42	+0.9%	+$2.12K	0.03%	467
2026 Q1	$238K	Buy	4,701 +593	+14%	+$30K	0.03%	433
2025 Q4	$208K	Sell	4,108 -3,799	-48%	-$192K	0.03%	401
2025 Q3	$401K	Buy	+7,907	New	+$400K	0.06%	260

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

Claro Advisors's ICSH Position: Q2 2026 in Review

Claro Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.89% in Q2 2026, buying an estimated $2.12K and bringing the position to 4,743 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #467.

Claro Advisors first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $401K in Q3 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Claro Advisors held 4,743 shares of iShares Ultra Short Duration Bond Active ETF worth $240K as of Q2 2026.
Claro Advisors bought 42 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $2.12K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Claro Advisors's portfolio in Q2 2026, its #467 holding.
Claro Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
Claro Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $401K in Q3 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.