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 Q3	$640K	Sell	12,692 -9,324	-42%	-$471K	0.33%	41
2026 Q2	$1.11M	Sell	22,016 -1,205	-5%	-$60.9K	0.62%	28
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

IMG Wealth Management's ICSH Position: Q3 2026 in Review

IMG Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 42% in Q3 2026, selling an estimated $471K and leaving 12,692 shares worth $640K. The position accounts for 0.33% of the portfolio, ranked #41.

IMG Wealth Management first reported a position in ICSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.52M in Q4 2025. 398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

IMG Wealth Management held 12,692 shares of iShares Ultra Short Duration Bond Active ETF worth $640K as of Q3 2026.
IMG Wealth Management sold 9,324 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $471K.
iShares Ultra Short Duration Bond Active ETF made up 0.33% of IMG Wealth Management's portfolio in Q3 2026, its #41 holding.
IMG Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
IMG Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.52M in Q4 2025.
398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.