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

Creative Planning’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	$7.45M	Buy	147,105 +2,401	+2%	+$122K	0.01%	897
2025 Q4	$7.32M	Buy	144,704 +101,259	+233%	+$5.13M	0.01%	762
2025 Q3	$2.2M	Sell	43,445 -7,327	-14%	-$371K	﹤0.01%	1470
2025 Q2	$2.57M	Sell	50,772 -3,463	-6%	-$175K	﹤0.01%	1134
2025 Q1	$2.75M	Buy	54,235 +2,672	+5%	+$135K	﹤0.01%	992
2024 Q4	$2.6M	Buy	51,563 +1,246	+2%	+$63K	﹤0.01%	978
2024 Q3	$2.55M	Buy	50,317 +561	+1%	+$28.4K	﹤0.01%	939
2024 Q2	$2.51M	Sell	49,756 -1,678	-3%	-$84.6K	﹤0.01%	888
2024 Q1	$2.6M	Buy	51,434 +804	+2%	+$40.6K	﹤0.01%	864
2023 Q4	$2.55M	Sell	50,630 -3,908	-7%	-$197K	﹤0.01%	810
2023 Q3	$2.75M	Buy	54,538 +43,982	+417%	+$2.21M	﹤0.01%	721
2023 Q2	$531K	Buy	10,556 +222	+2%	+$11.1K	﹤0.01%	1509
2023 Q1	$519K	Sell	10,334 -3,199	-24%	-$160K	﹤0.01%	1442
2022 Q4	$677K	Buy	13,533 +3,346	+33%	+$167K	﹤0.01%	1252
2022 Q3	$509K	Buy	10,187 +3,921	+63%	+$196K	﹤0.01%	1326
2022 Q2	$314K	Sell	6,266 -37,796	-86%	-$1.89M	﹤0.01%	1578
2022 Q1	$2.21M	Buy	+44,062	New	+$2.21M	﹤0.01%	683
2021 Q1	–	Sell	-4,959	Closed	-$251K	–	2653
2020 Q4	$251K	Buy	+4,959	New	+$251K	﹤0.01%	1735

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

Creative Planning's ICSH Position: Q1 2026 in Review

Creative Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.7% in Q1 2026, buying an estimated $122K and bringing the position to 147,105 shares worth $7.45M. The position accounts for 0.01% of the portfolio, ranked #897.

Creative Planning first reported a position in ICSH in Q4 2020 and has held it in 18 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Creative Planning held 147,105 shares of iShares Ultra Short Duration Bond Active ETF worth $7.45M as of Q1 2026.
Creative Planning bought 2,401 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $122K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Creative Planning's portfolio in Q1 2026, its #897 holding.
Creative Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 18 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.