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

Holistic 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 Q2	$294K	Buy	+5,818	New	+$294K	0.05%	279

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 20.41% 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

Holistic Planning's ICSH Position: Q2 2026 in Review

Holistic Planning opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 5,818 shares worth $294K. The stake represents 0.05% of the portfolio and ranks #279 among its holdings.

554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Holistic Planning held 5,818 shares of iShares Ultra Short Duration Bond Active ETF worth $294K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Holistic Planning position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #279 holding.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.