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 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 $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

General Partner Inc's ICSH Position: Q2 2026 in Review

General Partner Inc increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 3,384% in Q2 2026, buying an estimated $6.8M and bringing the position to 138,647 shares worth $7.01M. The position accounts for 3.77% of the portfolio, ranked #5.

General Partner Inc first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.77M in Q3 2025. 95 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

General Partner Inc held 138,647 shares of iShares Ultra Short Duration Bond Active ETF worth $7.01M as of Q2 2026.
General Partner Inc bought 134,667 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $6.8M.
iShares Ultra Short Duration Bond Active ETF made up 3.77% of General Partner Inc's portfolio in Q2 2026, its #5 holding.
General Partner Inc first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
General Partner Inc's iShares Ultra Short Duration Bond Active ETF position peaked at $8.77M in Q3 2025.
95 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.