Focus Partners Wealth
ICSH icon

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
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

UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth's ICSH Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 89% in Q1 2026, selling an estimated $99.4M and leaving 235,445 shares worth $77.4M. The position accounts for 0.09% of the portfolio, ranked #221.

Focus Partners Wealth first reported a position in ICSH in Q3 2024 and has held it in 7 quarters since. The position peaked at $112M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • Focus Partners Wealth held 235,445 shares of iShares Ultra Short Duration Bond Active ETF worth $77.4M as of Q1 2026.
  • Focus Partners Wealth sold 1,962,763 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $99.4M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.09% of Focus Partners Wealth's portfolio in Q1 2026, its #221 holding.
  • Focus Partners Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $112M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.