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

Guardian 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	$331K	Sell	6,547 -900	-12%	-$45.5K	0.03%	171
2026 Q1	$378K	Buy	7,447 +1	+0%	+$51	0.03%	158
2025 Q4	$376K	Buy	7,446 +701	+10%	+$35.5K	0.03%	172
2025 Q3	$341K	Hold	6,745	–	–	0.03%	151
2025 Q2	$341K	Buy	6,745 +150	+2%	+$7.58K	0.03%	152
2025 Q1	$334K	Hold	6,595	–	–	0.03%	142
2024 Q4	$333K	Buy	+6,595	New	+$333K	0.03%	140

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

Guardian Partners's ICSH Position: Q2 2026 in Review

Guardian Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 12% in Q2 2026, selling an estimated $45.5K and leaving 6,547 shares worth $331K. The position accounts for 0.03% of the portfolio, ranked #171.

Guardian Partners first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q1 2026. 555 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Guardian Partners held 6,547 shares of iShares Ultra Short Duration Bond Active ETF worth $331K as of Q2 2026.
Guardian Partners sold 900 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $45.5K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Guardian Partners's portfolio in Q2 2026, its #171 holding.
Guardian Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $378K in Q1 2026.
555 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.