Focus Partners Advisor Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Focus Partners Advisor Solutions’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	$259K	Buy	+5,111	New	+$259K	﹤0.01%	1039
2025 Q1	–	Sell	-4,305	Closed	-$217K	–	1001
2024 Q4	$217K	Sell	4,305 -14	-0.3%	-$708	﹤0.01%	709
2024 Q3	$219K	Buy	+4,319	New	+$218K	﹤0.01%	695
2022 Q3	–	Sell	-4,466	Closed	-$223K	–	422
2022 Q2	$223K	Hold	4,466	–	–	0.02%	314
2022 Q1	$224K	Sell	4,466 -21,612	-83%	-$1.09M	0.02%	291
2021 Q4	$1.31M	Buy	+26,078	New	+$1.32M	0.27%	30

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

Focus Partners Advisor Solutions's ICSH Position: Q1 2026 in Review

Focus Partners Advisor Solutions opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026: 5,111 shares worth $259K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in ICSH as recently as Q4 2024.

Focus Partners Advisor Solutions first reported a position in ICSH in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.31M in Q4 2021. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Focus Partners Advisor Solutions held 5,111 shares of iShares Ultra Short Duration Bond Active ETF worth $259K as of Q1 2026.
iShares Ultra Short Duration Bond Active ETF was a new Focus Partners Advisor Solutions position in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #1039 holding.
Focus Partners Advisor Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 6 quarters since.
Focus Partners Advisor Solutions's iShares Ultra Short Duration Bond Active ETF position peaked at $1.31M in Q4 2021.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.