EWM
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Evolution Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Evolution Wealth Management’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 		$1.52K Hold
30
– – ﹤0.01% 850
2026
Q1 		$1.52K Hold
30
– – ﹤0.01% 764
2025
Q4 		$1.52K Buy
+30
New +$1.52K ﹤0.01% 662

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

Evolution Wealth Management's ICSH Position: Q2 2026 in Review

Evolution Wealth Management held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 30 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Evolution Wealth Management first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.52K in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Evolution Wealth Management held 30 shares of iShares Ultra Short Duration Bond Active ETF worth $1.52K as of Q2 2026.
  • Evolution Wealth Management left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #850 holding.
  • Evolution Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Evolution Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.52K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.