IAIM
ICSH icon

International Assets Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

International Assets Investment 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
Q2 		$358K Buy
7,100
+2,900
+69% +$147K 0.02% 616
2026
Q1 		$212K Hold
4,200
– – 0.01% 789
2025
Q4 		$212K Buy
+4,200
New +$213K 0.01% 785

Other funds holding ICSH

FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

International Assets Investment Management's ICSH Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 69% in Q2 2026, buying an estimated $147K and bringing the position to 7,100 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #616.

International Assets Investment Management first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 440 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • International Assets Investment Management held 7,100 shares of iShares Ultra Short Duration Bond Active ETF worth $358K as of Q2 2026.
  • International Assets Investment Management bought 2,900 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $147K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #616 holding.
  • International Assets Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.