Independent Advisor Alliance’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Independent Advisor Alliance’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	–	Sell	-89,177	Closed	-$4.51M	–	1328
2026 Q1	$4.51M	Buy	+89,177	New	+$4.51M	0.05%	332
2025 Q1	–	Sell	-94,894	Closed	-$4.79M	–	1065
2024 Q4	$4.79M	Buy	+94,894	New	+$4.8M	0.06%	278
2020 Q1	–	Sell	-210,221	Closed	-$10.6M	–	601
2019 Q4	$10.6M	Buy	+210,221	New	+$10.6M	0.46%	47

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

Independent Advisor Alliance's ICSH Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 89,177 shares — an estimated $4.51M sold.

Independent Advisor Alliance first reported a position in ICSH in Q4 2019 and held it in 3 quarters. The position peaked at $10.6M in Q4 2019. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Independent Advisor Alliance reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 89,177 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $4.51M.
Independent Advisor Alliance first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's iShares Ultra Short Duration Bond Active ETF position peaked at $10.6M in Q4 2019.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.