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

IMG 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 Q1	$1.18M	Sell	23,221 -26,553	-53%	-$1.34M	0.75%	26
2025 Q4	$2.52M	Buy	+49,774	New	+$2.52M	1.6%	15

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

IMG Wealth Management's ICSH Position: Q1 2026 in Review

IMG Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 53% in Q1 2026, selling an estimated $1.34M and leaving 23,221 shares worth $1.18M. The position accounts for 0.75% of the portfolio, ranked #26.

IMG Wealth Management first reported a position in ICSH in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.52M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

IMG Wealth Management held 23,221 shares of iShares Ultra Short Duration Bond Active ETF worth $1.18M as of Q1 2026.
IMG Wealth Management sold 26,553 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $1.34M.
iShares Ultra Short Duration Bond Active ETF made up 0.75% of IMG Wealth Management's portfolio in Q1 2026, its #26 holding.
IMG Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 2 quarters since.
IMG Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.52M in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.