IIA
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Integral Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Integral Investment Advisors’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 		$4.28M Buy
84,702
+6,478
+8% +$327K 0.94% 25
2026
Q1 		$3.96M Sell
78,224
-2,814
-3% -$142K 0.99% 26
2025
Q4 		$4.1M Buy
81,038
+20,812
+35% +$1.05M 1.02% 24
2025
Q3 		$3.06M Buy
60,226
+569
+1% +$28.8K 0.82% 26
2025
Q2 		$3.03M Buy
59,657
+5,565
+10% +$281K 0.86% 25
2025
Q1 		$2.74M Buy
54,092
+5,211
+11% +$264K 0.88% 24
2024
Q4 		$2.47M Buy
48,881
+6,151
+14% +$311K 0.8% 23
2024
Q3 		$2.17M Buy
42,730
+3,903
+10% +$197K 0.73% 28
2024
Q2 		$1.96M Buy
38,827
+7,521
+24% +$379K 0.72% 31
2024
Q1 		$1.58M Buy
31,306
+7,663
+32% +$387K 0.66% 29
2023
Q4 		$1.19M Buy
23,643
+3,584
+18% +$180K 0.76% 20
2023
Q3 		$1.01M Sell
20,059
-4,751
-19% -$239K 0.71% 23
2023
Q2 		$1.25M Buy
24,810
+12,030
+94% +$604K 0.84% 19
2023
Q1 		$642K Buy
12,780
+4,732
+59% +$237K 0.46% 42
2022
Q4 		$403K Sell
8,048
-615
-7% -$30.7K 0.31% 55
2022
Q3 		$433K Sell
8,663
-13
-0.1% -$650 0.35% 59
2022
Q2 		$434K Sell
8,676
-683
-7% -$34.2K 0.37% 57
2022
Q1 		$469K Buy
9,359
+4,956
+113% +$249K 0.29% 65
2021
Q4 		$222K Buy
+4,403
New +$222K 0.16% 86

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integral Investment Advisors's ICSH Position: Q2 2026 in Review

Integral Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 8.3% in Q2 2026, buying an estimated $327K and bringing the position to 84,702 shares worth $4.28M. The position accounts for 0.94% of the portfolio, ranked #25.

Integral Investment Advisors first reported a position in ICSH in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Integral Investment Advisors held 84,702 shares of iShares Ultra Short Duration Bond Active ETF worth $4.28M as of Q2 2026.
  • Integral Investment Advisors bought 6,478 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $327K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.94% of Integral Investment Advisors's portfolio in Q2 2026, its #25 holding.
  • Integral Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 19 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.