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Delap Wealth Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-4,947
Closed -$251K – 82
2025
Q1 		$251K Buy
+4,947
New +$250K 0.14% 71

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Delap Wealth Advisory's ICSH Position: Q2 2025 in Review

Delap Wealth Advisory sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025, closing a stake of 4,947 shares — an estimated $251K sold.

Delap Wealth Advisory first reported a position in ICSH in Q1 2025 and held it in 1 quarter. The position peaked at $251K in Q1 2025. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

  • Delap Wealth Advisory reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,947 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $251K.
  • Delap Wealth Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and held it in 1 quarter.
  • Delap Wealth Advisory's iShares Ultra Short Duration Bond Active ETF position peaked at $251K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Delap Wealth Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.