Courage Miller Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Courage Miller Partners’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	$372K	Hold	7,348	–	–	0.1%	74
2026 Q1	$372K	Hold	7,348	–	–	0.11%	73
2025 Q4	$372K	Hold	7,348	–	–	0.11%	64
2025 Q3	$373K	Hold	7,348	–	–	0.11%	65
2025 Q2	$373K	Sell	7,348 -1,297	-15%	-$65.6K	0.12%	63
2025 Q1	$438K	Sell	8,645 -6,555	-43%	-$331K	0.15%	59
2024 Q4	$767K	Hold	15,200	–	–	0.26%	43
2024 Q3	$771K	Hold	15,200	–	–	0.26%	43
2024 Q2	$768K	Hold	15,200	–	–	0.28%	43
2024 Q1	$769K	Hold	15,200	–	–	0.27%	44
2023 Q4	$765K	Hold	15,200	–	–	0.29%	42
2023 Q3	$766K	Hold	15,200	–	–	0.31%	40
2023 Q2	$765K	Hold	15,200	–	–	0.32%	42
2023 Q1	$764K	Hold	15,200	–	–	0.32%	40
2022 Q4	$761K	Buy	15,200 +6,300	+71%	+$315K	0.35%	39
2022 Q3	$445K	Hold	8,900	–	–	0.22%	54
2022 Q2	$445K	Hold	8,900	–	–	0.21%	55
2022 Q1	$446K	Hold	8,900	–	–	0.18%	57
2021 Q4	$448K	Hold	8,900	–	–	0.17%	64
2021 Q3	$449K	Hold	8,900	–	–	0.18%	65
2021 Q2	$450K	Hold	8,900	–	–	0.18%	66
2021 Q1	$450K	Hold	8,900	–	–	0.2%	65
2020 Q4	$450K	Buy	+8,900	New	+$450K	0.21%	62

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

Courage Miller Partners's ICSH Position: Q2 2026 in Review

Courage Miller Partners held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 7,348 shares worth $372K. The position accounts for 0.1% of the portfolio, ranked #74.

Courage Miller Partners first reported a position in ICSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $771K in Q3 2024. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Courage Miller Partners held 7,348 shares of iShares Ultra Short Duration Bond Active ETF worth $372K as of Q2 2026.
Courage Miller Partners left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.1% of Courage Miller Partners's portfolio in Q2 2026, its #74 holding.
Courage Miller Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 23 quarters since.
Courage Miller Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $771K in Q3 2024.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Courage Miller Partners's 13F filing for Q2 2026, filed 23 Jul 2026.