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

Essential Planning’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
2025
Q1 		– Sell
-99,727
Closed -$5.04M – 171
2024
Q4 		$5.04M Buy
+99,727
New +$5.04M 0.03% 119

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Essential Planning's ICSH Position: Q1 2025 in Review

Essential Planning sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2025, closing a stake of 99,727 shares — an estimated $5.04M sold.

Essential Planning first reported a position in ICSH in Q4 2024 and held it in 1 quarter. The position peaked at $5.04M in Q4 2024. 442 funds tracked by Wall St. Rank hold ICSH as of Q1 2025.

  • Essential Planning reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 99,727 iShares Ultra Short Duration Bond Active ETF shares in Q1 2025, an estimated $5.04M.
  • Essential Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 1 quarter.
  • Essential Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $5.04M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.