BFC Planning, Inc.’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

BFC Planning, Inc.’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	$5.48M	Buy	108,351 +7,145	+7%	+$361K	0.22%	96
2026 Q1	$5.12M	Buy	101,206 +15,567	+18%	+$788K	0.23%	87
2025 Q4	$4.33M	Buy	85,639 +83,144	+3,332%	+$4.21M	0.19%	105
2025 Q3	$127K	Hold	2,495	–	–	0.01%	840
2025 Q2	$127K	Buy	2,495 +495	+25%	+$25K	0.01%	789
2025 Q1	$101K	Hold	2,000	–	–	0.01%	868
2024 Q4	$101K	Buy	+2,000	New	+$101K	0.01%	870

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

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 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

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

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

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BFC Planning, Inc.'s ICSH Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.1% in Q2 2026, buying an estimated $361K and bringing the position to 108,351 shares worth $5.48M. The position accounts for 0.22% of the portfolio, ranked #96.

BFC Planning, Inc. first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

BFC Planning, Inc. held 108,351 shares of iShares Ultra Short Duration Bond Active ETF worth $5.48M as of Q2 2026.
BFC Planning, Inc. bought 7,145 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $361K.
iShares Ultra Short Duration Bond Active ETF made up 0.22% of BFC Planning, Inc.'s portfolio in Q2 2026, its #96 holding.
BFC Planning, Inc. first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.