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 Q2	$511K	Sell	10,099 -3,601	-26%	-$182K	0.12%	64
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

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 20.4% 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

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

Investment Planning Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 26% in Q2 2026, selling an estimated $182K and leaving 10,099 shares worth $511K. The position accounts for 0.12% of the portfolio, ranked #64.

Investment Planning Advisors first reported a position in ICSH in Q2 2024 and has held it in 9 quarters since. The position peaked at $693K in Q1 2026. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Investment Planning Advisors held 10,099 shares of iShares Ultra Short Duration Bond Active ETF worth $511K as of Q2 2026.
Investment Planning Advisors sold 3,601 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $182K.
iShares Ultra Short Duration Bond Active ETF made up 0.12% of Investment Planning Advisors's portfolio in Q2 2026, its #64 holding.
Investment Planning Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $693K in Q1 2026.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.