IFP Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

IFP Advisors’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	$2.85M	Buy	56,435 +25,266	+81%	+$1.28M	0.05%	391
2026 Q1	$1.58M	Buy	31,169 +2,588	+9%	+$131K	0.03%	533
2025 Q4	$1.45M	Sell	28,581 -12,055	-30%	-$610K	0.03%	521
2025 Q3	$2.06M	Sell	40,636 -33,085	-45%	-$1.68M	0.05%	377
2025 Q2	$3.74M	Buy	73,721 +39,386	+115%	+$1.99M	0.11%	206
2025 Q1	$1.74M	Buy	34,335 +6,879	+25%	+$348K	0.05%	391
2024 Q4	$1.38M	Sell	27,456 -3,880	-12%	-$196K	0.05%	439
2024 Q3	$1.59M	Sell	31,336 -5,763	-16%	-$291K	0.06%	357
2024 Q2	$1.87M	Buy	37,099 +17,424	+89%	+$879K	0.07%	279
2024 Q1	$995K	Sell	19,675 -24,278	-55%	-$1.23M	0.04%	413
2023 Q4	$2.21M	Sell	43,953 -3,118	-7%	-$157K	0.1%	216
2023 Q3	$2.37M	Buy	47,071 +27,900	+146%	+$1.4M	0.11%	198
2023 Q2	$964K	Sell	19,171 -2,222	-10%	-$112K	0.04%	439
2023 Q1	$1.07M	Sell	21,393 -113,898	-84%	-$5.71M	0.05%	374
2022 Q4	$6.76M	Buy	135,291 +81,280	+150%	+$4.06M	0.18%	102
2022 Q3	$2.7M	Buy	54,011 +21,473	+66%	+$1.07M	0.07%	306
2022 Q2	$1.63M	Hold	32,538	–	–	0.05%	413
2022 Q1	$1.63M	Buy	32,538 +22,880	+237%	+$1.15M	0.05%	413
2021 Q4	$485K	Sell	9,658 -1,600	-14%	-$80.7K	0.01%	604
2021 Q3	$570K	Sell	11,258 -400	-3%	-$20.2K	0.01%	549
2021 Q2	$590K	Sell	11,658 -2,653	-19%	-$134K	0.01%	499
2021 Q1	$724K	Sell	14,311 -11,707	-45%	-$591K	0.01%	426
2020 Q4	$1.31M	Hold	26,018	–	–	0.05%	284
2020 Q3	$1.32M	Buy	26,018 +17,311	+199%	+$875K	0.08%	240
2020 Q2	$441K	Buy	8,707 +258	+3%	+$13K	0.03%	442
2020 Q1	$420K	Sell	8,449 -23,304	-73%	-$1.17M	0.04%	391
2019 Q4	$1.59M	Buy	+31,753	New	+$1.6M	0.12%	200
2019 Q1	–	Sell	-1,174	Closed	-$59K	–	2839
2018 Q4	$59K	Buy	+1,174	New	+$58.8K	﹤0.01%	1506

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

IFP Advisors's ICSH Position: Q2 2026 in Review

IFP Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 81% in Q2 2026, buying an estimated $1.28M and bringing the position to 56,435 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #391.

IFP Advisors first reported a position in ICSH in Q4 2018 and has held it in 28 quarters since. The position peaked at $6.76M in Q4 2022. 556 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

IFP Advisors held 56,435 shares of iShares Ultra Short Duration Bond Active ETF worth $2.85M as of Q2 2026.
IFP Advisors bought 25,266 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.28M.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #391 holding.
IFP Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and has held it in 28 quarters since.
IFP Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $6.76M in Q4 2022.
556 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.