General Partner Inc’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

General Partner 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 Q3	$10.4M	Buy	205,947 +67,300	+49%	+$3.4M	5.56%	3
2026 Q2	$7.01M	Buy	138,647 +134,667	+3,384%	+$6.8M	3.77%	5
2026 Q1	$201K	Sell	3,980 -82,195	-95%	-$4.16M	0.12%	88
2025 Q4	$4.36M	Sell	86,175 -86,600	-50%	-$4.39M	2.47%	7
2025 Q3	$8.77M	Buy	172,775 +15,515	+10%	+$786K	4.83%	5
2025 Q2	$7.97M	Buy	157,260 +57,200	+57%	+$2.89M	4.67%	4
2025 Q1	$5.07M	Buy	100,060 +44,060	+79%	+$2.23M	3.3%	6
2024 Q4	$2.82M	Buy	+56,000	New	+$2.83M	1.7%	13

Other funds holding ICSH

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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

General Partner Inc's ICSH Position: Q3 2026 in Review

General Partner Inc increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 49% in Q3 2026, buying an estimated $3.4M and bringing the position to 205,947 shares worth $10.4M. The position accounts for 5.56% of the portfolio, ranked #3.

General Partner Inc first reported a position in ICSH in Q4 2024 and has held it in 8 quarters since. 119 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

General Partner Inc held 205,947 shares of iShares Ultra Short Duration Bond Active ETF worth $10.4M as of Q3 2026.
General Partner Inc bought 67,300 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $3.4M.
iShares Ultra Short Duration Bond Active ETF made up 5.56% of General Partner Inc's portfolio in Q3 2026, its #3 holding.
General Partner Inc first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
119 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on General Partner Inc's 13F filing for Q3 2026, filed 5 Oct 2026.