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Essential Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Essential Partners’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 		$12.6K Sell
249
-50
-17% -$2.53K 0.01% 1107
2026
Q1 		$15.1K Sell
299
-70
-19% -$3.54K 0.01% 1042
2025
Q4 		$18.7K Sell
369
-156
-30% -$7.9K 0.01% 938
2025
Q3 		$26.6K Sell
525
-84
-14% -$4.25K 0.01% 800
2025
Q2 		$30.9K Buy
+609
New +$30.8K 0.01% 573

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 20.4% 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

Essential Partners's ICSH Position: Q2 2026 in Review

Essential Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 17% in Q2 2026, selling an estimated $2.53K and leaving 249 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #1107.

Essential Partners first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.9K in Q2 2025. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Essential Partners held 249 shares of iShares Ultra Short Duration Bond Active ETF worth $12.6K as of Q2 2026.
  • Essential Partners sold 50 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $2.53K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1107 holding.
  • Essential Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $30.9K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.