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Dynamic Advisor Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Dynamic Advisor Solutions’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 		$7.42M Buy
146,625
+33,037
+29% +$1.67M 0.21% 115
2026
Q1 		$5.75M Buy
113,588
+1,544
+1% +$78.2K 0.18% 125
2025
Q4 		$5.67M Buy
112,044
+6,609
+6% +$335K 0.18% 126
2025
Q3 		$5.35M Buy
105,435
+6,307
+6% +$319K 0.16% 154
2025
Q2 		$5.03M Buy
99,128
+91,708
+1,236% +$4.64M 0.16% 160
2025
Q1 		$376K Buy
+7,420
New +$375K 0.01% 654
2023
Q1 		– Sell
-9,677
Closed -$484K – 777
2022
Q4 		$484K Buy
9,677
+1,817
+23% +$90.8K 0.03% 451
2022
Q3 		$393K Buy
7,860
+2,950
+60% +$148K 0.03% 448
2022
Q2 		$246K Buy
+4,910
New +$246K 0.02% 591
2021
Q4 		– Sell
-8,821
Closed -$446K – 752
2021
Q3 		$446K Sell
8,821
-650
-7% -$32.8K 0.03% 475
2021
Q2 		$478K Buy
9,471
+474
+5% +$23.9K 0.04% 443
2021
Q1 		$455K Buy
8,997
+1,263
+16% +$63.8K 0.04% 404
2020
Q4 		$391K Buy
7,734
+964
+14% +$48.7K 0.04% 430
2020
Q3 		$342K Buy
+6,770
New +$342K 0.04% 393

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dynamic Advisor Solutions's ICSH Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 29% in Q2 2026, buying an estimated $1.67M and bringing the position to 146,625 shares worth $7.42M. The position accounts for 0.21% of the portfolio, ranked #115.

Dynamic Advisor Solutions first reported a position in ICSH in Q3 2020 and has held it in 14 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Dynamic Advisor Solutions held 146,625 shares of iShares Ultra Short Duration Bond Active ETF worth $7.42M as of Q2 2026.
  • Dynamic Advisor Solutions bought 33,037 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.67M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.21% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #115 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 14 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.