Comprehensive Money Management Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Comprehensive Money Management Services’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	$2.08M	Buy	41,094 +2,715	+7%	+$137K	1.36%	13
2025 Q4	$1.94M	Sell	38,379 -22,575	-37%	-$1.14M	1.34%	12
2025 Q3	$3.09M	Buy	60,954 +8,950	+17%	+$453K	2.19%	4
2025 Q2	$2.64M	Buy	52,004 +3,210	+7%	+$162K	2%	4
2025 Q1	$2.47M	Buy	48,794 +11,025	+29%	+$557K	2%	4
2024 Q4	$1.9M	Buy	+37,769	New	+$1.91M	1.57%	9

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

Comprehensive Money Management Services's ICSH Position: Q1 2026 in Review

Comprehensive Money Management Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.1% in Q1 2026, buying an estimated $137K and bringing the position to 41,094 shares worth $2.08M. The position accounts for 1.36% of the portfolio, ranked #13.

Comprehensive Money Management Services first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.09M in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Comprehensive Money Management Services held 41,094 shares of iShares Ultra Short Duration Bond Active ETF worth $2.08M as of Q1 2026.
Comprehensive Money Management Services bought 2,715 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $137K.
iShares Ultra Short Duration Bond Active ETF made up 1.36% of Comprehensive Money Management Services's portfolio in Q1 2026, its #13 holding.
Comprehensive Money Management Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's iShares Ultra Short Duration Bond Active ETF position peaked at $3.09M in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.