Future Financial Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Future Financial Wealth Management’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
2025 Q4	–	Sell	-120	Closed	-$6.09K	–	253
2025 Q3	$6.09K	Hold	120	–	–	﹤0.01%	405
2025 Q2	$6.08K	Hold	120	–	–	﹤0.01%	395
2025 Q1	$6.08K	Hold	120	–	–	﹤0.01%	392
2024 Q4	$6.05K	Hold	120	–	–	﹤0.01%	392
2024 Q3	$6.09K	Buy	+120	New	+$6.07K	﹤0.01%	406
2024 Q2	–	Sell	-120	Closed	-$6.07K	–	260
2024 Q1	$6.07K	Buy	+120	New	+$6.06K	﹤0.01%	430
2022 Q2	–	Sell	-120	Closed	-$6K	–	278
2022 Q1	$6K	Hold	120	–	–	0.01%	459
2021 Q4	$6K	Buy	+120	New	+$6.05K	﹤0.01%	472

Other funds holding ICSH

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DCM

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

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

Future Financial Wealth Management's ICSH Position: Q4 2025 in Review

Future Financial Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 120 shares — an estimated $6.09K sold.

Future Financial Wealth Management first reported a position in ICSH in Q4 2021 and held it in 8 quarters. The position peaked at $6.09K in Q3 2025. 497 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

Future Financial Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 120 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $6.09K.
Future Financial Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and held it in 8 quarters.
Future Financial Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $6.09K in Q3 2025.
497 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.