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

Focus Partners Wealth’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	$159M	Buy	3,144,032 +2,908,587	+1,235%	+$147M	0.16%	129
2026 Q1	$77.4M	Sell	235,445 -1,962,763	-89%	-$99.4M	0.09%	221
2025 Q4	$112M	Buy	2,198,208 +122,975	+6%	+$6.23M	0.13%	166
2025 Q3	$105M	Buy	2,075,233 +459,547	+28%	+$23.3M	0.17%	117
2025 Q2	$81.9M	Buy	1,615,686 +798,102	+98%	+$40.4M	0.18%	125
2025 Q1	$41.5M	Buy	817,584 +661,031	+422%	+$33.4M	0.1%	195
2024 Q4	$7.89M	Sell	156,553 -701,762	-82%	-$35.5M	0.02%	514
2024 Q3	$43.6M	Buy	+858,315	New	+$43.4M	0.14%	159

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Focus Partners Wealth's ICSH Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1,235% in Q2 2026, buying an estimated $147M and bringing the position to 3,144,032 shares worth $159M. The position accounts for 0.16% of the portfolio, ranked #129.

Focus Partners Wealth first reported a position in ICSH in Q3 2024 and has held it in 8 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Focus Partners Wealth held 3,144,032 shares of iShares Ultra Short Duration Bond Active ETF worth $159M as of Q2 2026.
Focus Partners Wealth bought 2,908,587 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $147M.
iShares Ultra Short Duration Bond Active ETF made up 0.16% of Focus Partners Wealth's portfolio in Q2 2026, its #129 holding.
Focus Partners Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.