HC
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Hoese & Co’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Hoese & Co’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
2025
Q2 		– Sell
-850
Closed -$43.1K – 159
2025
Q1 		$43.1K Hold
850
– – 0.04% 74
2024
Q4 		$42.9K Buy
+850
New +$43K 0.04% 77

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Hoese & Co's ICSH Position: Q2 2025 in Review

Hoese & Co sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025, closing a stake of 850 shares — an estimated $43.1K sold.

Hoese & Co first reported a position in ICSH in Q4 2024 and held it in 2 quarters. The position peaked at $43.1K in Q1 2025. 453 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

  • Hoese & Co reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2025 after selling out during the quarter.
  • Hoese & Co sold 850 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $43.1K.
  • Hoese & Co first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 2 quarters.
  • Hoese & Co's iShares Ultra Short Duration Bond Active ETF position peaked at $43.1K in Q1 2025.
  • 453 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Hoese & Co's 13F filing for Q2 2025, filed 29 Jul 2025.