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 Q2	$1.97M	Buy	38,992 +8,350	+27%	+$422K	0.19%	78
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

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

Impact Partnership Wealth's ICSH Position: Q2 2026 in Review

Impact Partnership Wealth increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 27% in Q2 2026, buying an estimated $422K and bringing the position to 38,992 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #78.

Impact Partnership Wealth first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Impact Partnership Wealth held 38,992 shares of iShares Ultra Short Duration Bond Active ETF worth $1.97M as of Q2 2026.
Impact Partnership Wealth bought 8,350 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $422K.
iShares Ultra Short Duration Bond Active ETF made up 0.19% of Impact Partnership Wealth's portfolio in Q2 2026, its #78 holding.
Impact Partnership Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.