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
2026 Q2	$12.3M	Buy	+243,286	New	+$12.3M	0.19%	102
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

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 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

BFPW

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

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

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

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

Global Retirement Partners's ICSH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 243,286 shares worth $12.3M. The stake represents 0.19% of the portfolio and ranks #102 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ICSH as recently as Q4 2025.

Global Retirement Partners first reported a position in ICSH in Q4 2018 and has held it in 28 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Global Retirement Partners held 243,286 shares of iShares Ultra Short Duration Bond Active ETF worth $12.3M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Global Retirement Partners position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.19% of Global Retirement Partners's portfolio in Q2 2026, its #102 holding.
Global Retirement Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and has held it in 28 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.