Golden State Equity Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Golden State Equity 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	$20K	Sell	395 -2,000	-84%	-$101K	0.05%	179
2026 Q1	$121K	Buy	+2,395	New	+$121K	0.01%	707

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

Golden State Equity Partners's ICSH Position: Q2 2026 in Review

Golden State Equity Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 84% in Q2 2026, selling an estimated $101K and leaving 395 shares worth $20K. The position accounts for 0.05% of the portfolio, ranked #179.

Golden State Equity Partners first reported a position in ICSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $121K in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Golden State Equity Partners held 395 shares of iShares Ultra Short Duration Bond Active ETF worth $20K as of Q2 2026.
Golden State Equity Partners sold 2,000 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $101K.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #179 holding.
Golden State Equity Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $121K in Q1 2026.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.