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Go Invest LLC’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Go Invest LLC’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 		$1.64M Sell
32,479
-6,249
-16% -$316K 0.39% 12
2026
Q1 		$1.96M Buy
38,728
+12,479
+48% +$632K 0.56% 11
2025
Q4 		$1.33M Buy
+26,249
New +$1.33M 0.44% 12

Other funds holding ICSH

UBS Group
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Go Invest LLC's ICSH Position: Q2 2026 in Review

Go Invest LLC reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 16% in Q2 2026, selling an estimated $316K and leaving 32,479 shares worth $1.64M. The position accounts for 0.39% of the portfolio, ranked #12.

Go Invest LLC first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.96M in Q1 2026. 529 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Go Invest LLC held 32,479 shares of iShares Ultra Short Duration Bond Active ETF worth $1.64M as of Q2 2026.
  • Go Invest LLC sold 6,249 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $316K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.39% of Go Invest LLC's portfolio in Q2 2026, its #12 holding.
  • Go Invest LLC first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's iShares Ultra Short Duration Bond Active ETF position peaked at $1.96M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.