Foundations Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Foundations Investment Advisors’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	–	Sell	-7,148	Closed	-$362K	–	1206
2025 Q4	$362K	Sell	7,148 -3,031	-30%	-$153K	﹤0.01%	830
2025 Q3	$517K	Buy	+10,179	New	+$515K	0.01%	642
2025 Q2	–	Sell	-14,348	Closed	-$727K	–	963
2025 Q1	$727K	Buy	14,348 +3,492	+32%	+$177K	0.01%	480
2024 Q4	$547K	Buy	+10,856	New	+$549K	0.01%	523

Other funds holding ICSH

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

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

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

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Foundations Investment Advisors's ICSH Position: Q1 2026 in Review

Foundations Investment Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 7,148 shares — an estimated $362K sold.

Foundations Investment Advisors first reported a position in ICSH in Q4 2024 and held it in 4 quarters. The position peaked at $727K in Q1 2025. 526 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Foundations Investment Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Foundations Investment Advisors sold 7,148 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $362K.
Foundations Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 4 quarters.
Foundations Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $727K in Q1 2025.
526 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.