Coyle Financial Counsel’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Coyle Financial Counsel’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	$635K	Buy	12,552 +345	+3%	+$17.5K	0.13%	56
2025 Q4	$617K	Sell	12,207 -2,080	-15%	-$105K	0.13%	58
2025 Q3	$725K	Buy	14,287 +1,926	+16%	+$97.5K	0.17%	54
2025 Q2	$627K	Buy	12,361 +928	+8%	+$46.9K	0.17%	52
2025 Q1	$580K	Buy	11,433 +15	+0.1%	+$758	0.18%	49
2024 Q4	$576K	Buy	11,418 +862	+8%	+$43.6K	0.18%	52
2024 Q3	$533K	Buy	10,556 +478	+5%	+$24.2K	0.19%	51
2024 Q2	$510K	Hold	10,078	–	–	0.18%	49
2024 Q1	$510K	Buy	10,078 +318	+3%	+$16K	0.18%	49
2023 Q4	$492K	Sell	9,760 -210	-2%	-$10.6K	0.19%	49
2023 Q3	$502K	Buy	9,970 +616	+7%	+$31K	0.21%	48
2023 Q2	$471K	Sell	9,354 -69	-0.7%	-$3.46K	0.21%	46
2023 Q1	$473K	Sell	9,423 -227	-2%	-$11.4K	0.22%	47
2022 Q4	$483K	Sell	9,650 -788	-8%	-$39.4K	0.23%	44
2022 Q3	$522K	Sell	10,438 -258	-2%	-$12.9K	0.35%	40
2022 Q2	$535K	Buy	10,696 +758	+8%	+$38K	0.29%	43
2022 Q1	$498K	Buy	9,938 +14	+0.1%	+$704	0.27%	48
2021 Q4	$500K	Buy	9,924 +1,108	+13%	+$55.9K	0.29%	46
2021 Q3	$445K	Sell	8,816 -150	-2%	-$7.58K	0.26%	47
2021 Q2	$453K	Buy	8,966 +225	+3%	+$11.4K	0.27%	42
2021 Q1	$442K	Sell	8,741 -2,930	-25%	-$148K	0.31%	42
2020 Q4	$590K	Buy	11,671 +1,968	+20%	+$99.5K	0.43%	40
2020 Q3	$491K	Buy	+9,703	New	+$491K	0.41%	40
2020 Q1	–	Sell	-9,080	Closed	-$457K	–	55
2019 Q4	$457K	Sell	9,080 -122	-1%	-$6.14K	0.42%	42
2019 Q3	$464K	Sell	9,202 -456	-5%	-$23K	0.47%	43
2019 Q2	$487K	Buy	9,658 +1,404	+17%	+$70.6K	0.43%	43
2019 Q1	$415K	Sell	8,254 -691	-8%	-$34.7K	0.4%	38
2018 Q4	$448K	Buy	+8,945	New	+$448K	0.47%	37
2018 Q3	–	Sell	-9,260	Closed	-$464K	–	164
2018 Q2	$464K	Buy	9,260 +63	+0.7%	+$3.15K	0.43%	37
2018 Q1	$461K	Buy	+9,197	New	+$461K	0.48%	33

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

Coyle Financial Counsel's ICSH Position: Q1 2026 in Review

Coyle Financial Counsel increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.8% in Q1 2026, buying an estimated $17.5K and bringing the position to 12,552 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #56.

Coyle Financial Counsel first reported a position in ICSH in Q1 2018 and has held it in 30 quarters since. The position peaked at $725K in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Coyle Financial Counsel held 12,552 shares of iShares Ultra Short Duration Bond Active ETF worth $635K as of Q1 2026.
Coyle Financial Counsel bought 345 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $17.5K.
iShares Ultra Short Duration Bond Active ETF made up 0.13% of Coyle Financial Counsel's portfolio in Q1 2026, its #56 holding.
Coyle Financial Counsel first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2018 and has held it in 30 quarters since.
Coyle Financial Counsel's iShares Ultra Short Duration Bond Active ETF position peaked at $725K in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Coyle Financial Counsel's 13F filing for Q1 2026, filed 12 May 2026.