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 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

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

Harbor Asset Planning's ICSH Position: Q1 2026 in Review

Harbor Asset Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.64% in Q1 2026, buying an estimated $203 and bringing the position to 625 shares worth $31.6K. The position accounts for 0.03% of the portfolio, ranked #252.

Harbor Asset Planning first reported a position in ICSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $41.2K in Q2 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Harbor Asset Planning held 625 shares of iShares Ultra Short Duration Bond Active ETF worth $31.6K as of Q1 2026.
Harbor Asset Planning bought 4 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $203.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Harbor Asset Planning's portfolio in Q1 2026, its #252 holding.
Harbor Asset Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
Harbor Asset Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $41.2K in Q2 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.