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Cornerstone Planning Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Cornerstone Planning Group’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 		$32.6K Buy
646
+6
+0.9% +$303 ﹤0.01% 517
2026
Q1 		$32.3K Buy
640
+7
+1% +$354 ﹤0.01% 522
2025
Q4 		$32.1K Buy
633
+6
+1% +$304 0.01% 455
2025
Q3 		$31.8K Buy
627
+8
+1% +$405 0.01% 450
2025
Q2 		$31.3K Buy
619
+7
+1% +$354 0.01% 318
2025
Q1 		$31K Buy
612
+7
+1% +$354 0.01% 316
2024
Q4 		$30.6K Buy
605
+7
+1% +$354 0.01% 246
2024
Q3 		$30.3K Buy
598
+8
+1% +$405 0.01% 246
2024
Q2 		$29.8K Buy
590
+7
+1% +$353 0.01% 264
2024
Q1 		$29.3K Buy
583
+5
+0.9% +$252 0.01% 241
2023
Q4 		$29.1K Buy
578
+2
+0.3% +$101 0.01% 264
2023
Q3 		$29K Buy
576
+1
+0.2% +$50 0.01% 256
2023
Q2 		$28.9K Buy
+575
New +$28.9K 0.01% 343
2022
Q4 		$304K Buy
+6,045
New +$302K 0.13% 78

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's ICSH Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.94% in Q2 2026, buying an estimated $303 and bringing the position to 646 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Cornerstone Planning Group first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $304K in Q4 2022. 380 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Cornerstone Planning Group held 646 shares of iShares Ultra Short Duration Bond Active ETF worth $32.6K as of Q2 2026.
  • Cornerstone Planning Group bought 6 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $303.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #517 holding.
  • Cornerstone Planning Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Ultra Short Duration Bond Active ETF position peaked at $304K in Q4 2022.
  • 380 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.