Emerald Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Emerald Advisors’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 Q1	$662K	Sell	13,087 -3,880	-23%	-$196K	0.08%	70
2025 Q4	$858K	Sell	16,967 -2,500	-13%	-$127K	0.12%	57
2025 Q3	$988K	Sell	19,467 -830	-4%	-$42K	0.13%	46
2025 Q2	$1.03M	Sell	20,297 -5,960	-23%	-$301K	0.13%	41
2025 Q1	$1.33M	Buy	26,257 +1,667	+7%	+$84.3K	0.18%	25
2024 Q4	$1.24M	Buy	24,590 +16,523	+205%	+$835K	0.17%	27
2024 Q3	$408K	Sell	8,067 -12,430	-61%	-$629K	0.06%	71
2024 Q2	$1.04M	Sell	20,497 -13,745	-40%	-$693K	0.16%	27
2024 Q1	$1.73M	Buy	+34,242	New	+$1.73M	0.31%	17

Other funds holding ICSH

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

FDCP

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

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

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

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

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

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

Emerald Advisors's ICSH Position: Q1 2026 in Review

Emerald Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 23% in Q1 2026, selling an estimated $196K and leaving 13,087 shares worth $662K. The position accounts for 0.08% of the portfolio, ranked #70.

Emerald Advisors first reported a position in ICSH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Emerald Advisors held 13,087 shares of iShares Ultra Short Duration Bond Active ETF worth $662K as of Q1 2026.
Emerald Advisors sold 3,880 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $196K.
iShares Ultra Short Duration Bond Active ETF made up 0.08% of Emerald Advisors's portfolio in Q1 2026, its #70 holding.
Emerald Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2024 and has held it in 9 quarters since.
Emerald Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.73M in Q1 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.