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Eddie Patel Inc’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Eddie Patel Inc’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 		– Sell
-23,156
Closed -$1.17M – 138
2026
Q1 		$1.17M Buy
+23,156
New +$1.17M 0.9% 33

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

Eddie Patel Inc's ICSH Position: Q2 2026 in Review

Eddie Patel Inc sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 23,156 shares — an estimated $1.17M sold.

Eddie Patel Inc first reported a position in ICSH in Q1 2026 and held it in 1 quarter. The position peaked at $1.17M in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Eddie Patel Inc reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • Eddie Patel Inc sold 23,156 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.17M.
  • Eddie Patel Inc first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and held it in 1 quarter.
  • Eddie Patel Inc's iShares Ultra Short Duration Bond Active ETF position peaked at $1.17M in Q1 2026.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.