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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Guardian Partners's ICSH Position: Q1 2026 in Review

Guardian Partners increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.01% in Q1 2026, buying an estimated $51 and bringing the position to 7,447 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #158.

Guardian Partners first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Guardian Partners held 7,447 shares of iShares Ultra Short Duration Bond Active ETF worth $378K as of Q1 2026.
Guardian Partners bought 1 iShares Ultra Short Duration Bond Active ETF share in Q1 2026, an estimated $51.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Guardian Partners's portfolio in Q1 2026, its #158 holding.
Guardian Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.