Founders Financial Securities’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Founders Financial Securities’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	-64,426	Closed	-$3.26M	–	557
2025 Q4	$3.26M	Sell	64,426 -53,847	-46%	-$2.73M	0.19%	96
2025 Q3	$6M	Sell	118,273 -3,815	-3%	-$193K	0.41%	54
2025 Q2	$6.19M	Buy	122,088 +37,492	+44%	+$1.9M	0.47%	49
2025 Q1	$4.29M	Buy	+84,596	New	+$4.28M	0.36%	61

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

Founders Financial Securities's ICSH Position: Q1 2026 in Review

Founders Financial Securities sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 64,426 shares — an estimated $3.26M sold.

Founders Financial Securities first reported a position in ICSH in Q1 2025 and held it in 4 quarters. The position peaked at $6.19M in Q2 2025. 527 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Founders Financial Securities reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 64,426 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $3.26M.
Founders Financial Securities first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and held it in 4 quarters.
Founders Financial Securities's iShares Ultra Short Duration Bond Active ETF position peaked at $6.19M in Q2 2025.
527 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.