GRP
ICSH icon

Global Retirement Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Global Retirement Partners’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 		$11.1M Buy
219,994
+3,217
+1% +$163K 0.2% 100
2025
Q3 		$11M Buy
216,777
+12,175
+6% +$617K 0.25% 84
2025
Q2 		$10.4M Buy
+204,602
New +$10.3M 0.26% 80
2024
Q4 		$6.79M Buy
134,577
+8,580
+7% +$434K 0.19% 102
2024
Q3 		$6.39M Sell
125,997
-7,260
-5% -$367K 0.19% 104
2024
Q2 		$6.73M Buy
133,257
+4,711
+4% +$238K 0.21% 93
2024
Q1 		$6.5M Buy
128,546
+2,499
+2% +$126K 0.24% 91
2023
Q4 		$6.36M Buy
126,047
+13,602
+12% +$684K 0.27% 82
2023
Q3 		$5.65M Buy
112,445
+11,866
+12% +$596K 0.28% 78
2023
Q2 		$5.06M Buy
100,579
+11,322
+13% +$568K 0.25% 90
2023
Q1 		$4.48M Buy
89,257
+82,616
+1,244% +$4.14M 0.24% 88
2022
Q4 		$332K Buy
6,641
+3,402
+105% +$170K 0.02% 454
2022
Q3 		$162K Buy
3,239
+267
+9% +$13.4K 0.01% 631
2022
Q2 		$149K Hold
2,972
– – 0.01% 635
2022
Q1 		$149K Buy
+2,972
New +$149K 0.01% 623
2021
Q4 		– Sell
-2,475
Closed -$125K – 944
2021
Q3 		$125K Sell
2,475
-2,065
-45% -$104K 0.01% 585
2021
Q2 		$229K Buy
4,540
+2,475
+120% +$125K 0.02% 426
2021
Q1 		$104K Hold
2,065
– – 0.01% 564
2020
Q4 		$104K Hold
2,065
– – 0.01% 521
2020
Q3 		$104K Hold
2,065
– – 0.02% 481
2020
Q2 		$104K Sell
2,065
-97
-4% -$4.89K 0.02% 480
2020
Q1 		$108K Hold
2,162
– – 0.02% 423
2019
Q4 		$109K Sell
2,162
-1,008
-32% -$50.8K 0.02% 466
2019
Q3 		$160K Sell
3,170
-64,433
-95% -$3.24M 0.03% 397
2019
Q2 		$3.41M Sell
67,603
-329
-0.5% -$16.5K 0.65% 27
2019
Q1 		$3.42M Buy
67,932
+19,822
+41% +$995K 0.83% 22
2018
Q4 		$2.41M Buy
+48,110
New +$2.41M 0.62% 36

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Global Retirement Partners's ICSH Position: Q4 2025 in Review

Global Retirement Partners increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.5% in Q4 2025, buying an estimated $163K and bringing the position to 219,994 shares worth $11.1M. The position accounts for 0.2% of the portfolio, ranked #100.

Global Retirement Partners first reported a position in ICSH in Q4 2018 and has held it in 27 quarters since. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

  • Global Retirement Partners held 219,994 shares of iShares Ultra Short Duration Bond Active ETF worth $11.1M as of Q4 2025.
  • Global Retirement Partners bought 3,217 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $163K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.2% of Global Retirement Partners's portfolio in Q4 2025, its #100 holding.
  • Global Retirement Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and has held it in 27 quarters since.
  • 493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.