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

Clearwater Capital 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	$525K	Buy	10,378 +2,614	+34%	+$132K	0.04%	115
2025 Q4	$393K	Hold	7,764	–	–	0.03%	127
2025 Q3	$394K	Sell	7,764 -33	-0.4%	-$1.67K	0.03%	125
2025 Q2	$395K	Sell	7,797 -1,194	-13%	-$60.4K	0.04%	121
2025 Q1	$456K	Sell	8,991 -653	-7%	-$33K	0.04%	116
2024 Q4	$486K	Buy	+9,644	New	+$487K	0.05%	110
2024 Q3	–	Sell	-6,044	Closed	-$305K	–	173
2024 Q2	$305K	Sell	6,044 -783,569	-99%	-$39.5M	0.03%	125
2024 Q1	$39.9M	Buy	789,613 +19,911	+3%	+$1M	4.26%	7
2023 Q4	$38.8M	Sell	769,702 -139,690	-15%	-$7.03M	4.34%	7
2023 Q3	$45.8M	Buy	909,392 +9,782	+1%	+$492K	5.61%	5
2023 Q2	$45.3M	Sell	899,610 -3,315	-0.4%	-$166K	5.39%	6
2023 Q1	$45.4M	Buy	902,925 +78,178	+9%	+$3.92M	5.54%	6
2022 Q4	$41.3M	Buy	824,747 +721,569	+699%	+$36.1M	5.38%	5
2022 Q3	$5.16M	Sell	103,178 -489,168	-83%	-$24.5M	0.71%	40
2022 Q2	$29.6M	Sell	592,346 -65,719	-10%	-$3.29M	4.05%	7
2022 Q1	$33M	Buy	+658,065	New	+$33.1M	3.78%	7
2021 Q4	–	Sell	-218,325	Closed	-$11M	–	170
2021 Q3	$11M	Buy	+218,325	New	+$11M	1.28%	23
2021 Q1	–	Sell	-701,791	Closed	-$35.5M	–	164
2020 Q4	$35.5M	Buy	+701,791	New	+$35.5M	4.7%	4

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

Clearwater Capital Advisors's ICSH Position: Q1 2026 in Review

Clearwater Capital Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 34% in Q1 2026, buying an estimated $132K and bringing the position to 10,378 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #115.

Clearwater Capital Advisors first reported a position in ICSH in Q4 2020 and has held it in 18 quarters since. The position peaked at $45.8M in Q3 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Clearwater Capital Advisors held 10,378 shares of iShares Ultra Short Duration Bond Active ETF worth $525K as of Q1 2026.
Clearwater Capital Advisors bought 2,614 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $132K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Clearwater Capital Advisors's portfolio in Q1 2026, its #115 holding.
Clearwater Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 18 quarters since.
Clearwater Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $45.8M in Q3 2023.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.