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

Investment Planning 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 Q1	$693K	Buy	13,700 +197	+1%	+$9.97K	0.19%	53
2025 Q4	$683K	Buy	13,503 +4,781	+55%	+$242K	0.2%	49
2025 Q3	$443K	Buy	8,722 +746	+9%	+$37.8K	0.14%	61
2025 Q2	$404K	Sell	7,976 -2,824	-26%	-$143K	0.14%	57
2025 Q1	$548K	Buy	10,800 +415	+4%	+$21K	0.22%	47
2024 Q4	$524K	Sell	10,385 -1,035	-9%	-$52.3K	0.23%	44
2024 Q3	$577K	Hold	11,420	–	–	0.29%	41
2024 Q2	$577K	Buy	+11,420	New	+$576K	0.29%	41

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

Investment Planning Advisors's ICSH Position: Q1 2026 in Review

Investment Planning Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.5% in Q1 2026, buying an estimated $9.97K and bringing the position to 13,700 shares worth $693K. The position accounts for 0.19% of the portfolio, ranked #53.

Investment Planning Advisors first reported a position in ICSH in Q2 2024 and has held it in 8 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Investment Planning Advisors held 13,700 shares of iShares Ultra Short Duration Bond Active ETF worth $693K as of Q1 2026.
Investment Planning Advisors bought 197 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $9.97K.
iShares Ultra Short Duration Bond Active ETF made up 0.19% of Investment Planning Advisors's portfolio in Q1 2026, its #53 holding.
Investment Planning Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2024 and has held it in 8 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Investment Planning Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.