Creekmur Asset Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Creekmur Asset Management’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
2025 Q3	$78.6K	Sell	1,549 -40	-3%	-$2.03K	0.01%	294
2025 Q2	$80.6K	Buy	1,589 +40	+3%	+$2.02K	0.01%	287
2025 Q1	$78.5K	Hold	1,549	–	–	0.02%	263
2024 Q4	$78.1K	Hold	1,549	–	–	0.02%	179
2024 Q3	$78.6K	Hold	1,549	–	–	0.02%	175
2024 Q2	$78.3K	Hold	1,549	–	–	0.02%	195
2024 Q1	$78.3K	Hold	1,549	–	–	0.03%	198
2023 Q4	$78K	Buy	+1,549	New	+$77.9K	0.02%	239

Other funds holding ICSH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creekmur Asset Management's ICSH Position: Q3 2025 in Review

Creekmur Asset Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.5% in Q3 2025, selling an estimated $2.03K and leaving 1,549 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #294.

Creekmur Asset Management first reported a position in ICSH in Q4 2023 and has held it in 8 quarters since. The position peaked at $80.6K in Q2 2025. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Creekmur Asset Management held 1,549 shares of iShares Ultra Short Duration Bond Active ETF worth $78.6K as of Q3 2025.
Creekmur Asset Management sold 40 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $2.03K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #294 holding.
Creekmur Asset Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Ultra Short Duration Bond Active ETF position peaked at $80.6K in Q2 2025.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.