Diversify Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Diversify Wealth 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
2026 Q2	$613K	Sell	12,146 -24	-0.2%	-$1.21K	0.01%	804
2026 Q1	$616K	Buy	+12,170	New	+$616K	0.01%	746

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 20.4% 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

Diversify Wealth Management's ICSH Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.2% in Q2 2026, selling an estimated $1.21K and leaving 12,146 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #804.

Diversify Wealth Management first reported a position in ICSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $616K in Q1 2026. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Diversify Wealth Management held 12,146 shares of iShares Ultra Short Duration Bond Active ETF worth $613K as of Q2 2026.
Diversify Wealth Management sold 24 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.21K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #804 holding.
Diversify Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $616K in Q1 2026.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.