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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Claro Advisors's ICSH Position: Q1 2026 in Review

Claro Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 14% in Q1 2026, buying an estimated $30K and bringing the position to 4,701 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #433.

Claro Advisors first reported a position in ICSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $401K in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Claro Advisors held 4,701 shares of iShares Ultra Short Duration Bond Active ETF worth $238K as of Q1 2026.
Claro Advisors bought 593 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $30K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Claro Advisors's portfolio in Q1 2026, its #433 holding.
Claro Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
Claro Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $401K in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.