Impact Partnership Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Impact Partnership Wealth’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	$1.55M	Buy	30,642 +5,041	+20%	+$255K	0.19%	72
2025 Q4	$1.29M	Sell	25,601 -804	-3%	-$40.7K	0.17%	82
2025 Q3	$1.34M	Buy	26,405 +14,452	+121%	+$732K	0.2%	67
2025 Q2	$606K	Buy	+11,953	New	+$604K	0.11%	113

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

Impact Partnership Wealth's ICSH Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q1 2026, buying an estimated $255K and bringing the position to 30,642 shares worth $1.55M. The position accounts for 0.19% of the portfolio, ranked #72.

Impact Partnership Wealth first reported a position in ICSH in Q2 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Impact Partnership Wealth held 30,642 shares of iShares Ultra Short Duration Bond Active ETF worth $1.55M as of Q1 2026.
Impact Partnership Wealth bought 5,041 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $255K.
iShares Ultra Short Duration Bond Active ETF made up 0.19% of Impact Partnership Wealth's portfolio in Q1 2026, its #72 holding.
Impact Partnership Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.