HB Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

HB Wealth Management’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	$4.37M	Buy	+86,376	New	+$4.36M	0.02%	299
2025 Q2	–	Sell	-4,524	Closed	-$229K	–	1226
2025 Q1	$229K	Hold	4,524	–	–	﹤0.01%	1085
2024 Q4	$228K	Sell	4,524 -3,695	-45%	-$187K	﹤0.01%	924
2024 Q3	$417K	Buy	+8,219	New	+$416K	﹤0.01%	649

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 20.4% 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

HB Wealth Management's ICSH Position: Q2 2026 in Review

HB Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 86,376 shares worth $4.37M. The stake represents 0.02% of the portfolio and ranks #299 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in ICSH as recently as Q1 2025.

HB Wealth Management first reported a position in ICSH in Q3 2024 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

HB Wealth Management held 86,376 shares of iShares Ultra Short Duration Bond Active ETF worth $4.37M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new HB Wealth Management position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #299 holding.
HB Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 4 quarters since.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.