Coppell Advisory Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Coppell Advisory Solutions’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	$1.82K	Buy	+10,500	New	+$531K	﹤0.01%	528
2026 Q1	–	Sell	-13,014	Closed	-$658K	–	180
2025 Q4	$658K	Buy	13,014 +177	+1%	+$8.96K	0.06%	226
2025 Q3	$651K	Sell	12,837 -734	-5%	-$37.2K	0.07%	219
2025 Q2	$688K	Buy	+13,571	New	+$686K	0.08%	191
2025 Q1	–	Sell	-24,765	Closed	-$1.25M	–	1040
2024 Q4	$1.25M	Sell	24,765 -2,807	-10%	-$142K	0.17%	109
2024 Q3	$1.4M	Buy	+27,572	New	+$1.39M	0.21%	103

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

Coppell Advisory Solutions's ICSH Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 10,500 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in ICSH as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in ICSH in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q3 2024. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Coppell Advisory Solutions held 10,500 shares of iShares Ultra Short Duration Bond Active ETF worth $1.82K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #528 holding.
Coppell Advisory Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 6 quarters since.
Coppell Advisory Solutions's iShares Ultra Short Duration Bond Active ETF position peaked at $1.4M in Q3 2024.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.