Harbor Asset Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Harbor Asset Planning’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 Q3	$32.1K	Buy	638 +6	+0.9%	+$303	0.02%	267
2026 Q2	$31.9K	Buy	632 +7	+1%	+$354	0.02%	272
2026 Q1	$31.6K	Buy	625 +4	+0.6%	+$203	0.03%	252
2025 Q4	$31.4K	Buy	621 +9	+1%	+$456	0.03%	248
2025 Q3	$31.1K	Sell	612 -201	-25%	-$10.2K	0.03%	239
2025 Q2	$41.2K	Buy	+813	New	+$41.1K	0.04%	193

Other funds holding ICSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Harbor Asset Planning's ICSH Position: Q3 2026 in Review

Harbor Asset Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.95% in Q3 2026, buying an estimated $303 and bringing the position to 638 shares worth $32.1K. The position accounts for 0.02% of the portfolio, ranked #267.

Harbor Asset Planning first reported a position in ICSH in Q2 2025 and has held it in 6 quarters since. The position peaked at $41.2K in Q2 2025. 370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Harbor Asset Planning held 638 shares of iShares Ultra Short Duration Bond Active ETF worth $32.1K as of Q3 2026.
Harbor Asset Planning bought 6 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $303.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #267 holding.
Harbor Asset Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $41.2K in Q2 2025.
370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.