Johnson Bixby & Associates’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Johnson Bixby & Associates’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	$1.73M	Buy	34,133 +14,875	+77%	+$752K	0.19%	43
2026 Q1	$975K	Buy	19,258 +11,164	+138%	+$565K	0.12%	52
2025 Q4	$409K	Buy	8,094 +254	+3%	+$12.9K	0.05%	83
2025 Q3	$398K	Sell	7,840 -2,403	-23%	-$122K	0.05%	82
2025 Q2	$519K	Sell	10,243 -11,377	-53%	-$575K	0.07%	68
2025 Q1	$1.1M	Buy	21,620 +4,283	+25%	+$217K	0.16%	46
2024 Q4	$874K	Buy	+17,337	New	+$876K	0.13%	51

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

Johnson Bixby & Associates's ICSH Position: Q2 2026 in Review

Johnson Bixby & Associates increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 77% in Q2 2026, buying an estimated $752K and bringing the position to 34,133 shares worth $1.73M. The position accounts for 0.19% of the portfolio, ranked #43.

Johnson Bixby & Associates first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Johnson Bixby & Associates held 34,133 shares of iShares Ultra Short Duration Bond Active ETF worth $1.73M as of Q2 2026.
Johnson Bixby & Associates bought 14,875 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $752K.
iShares Ultra Short Duration Bond Active ETF made up 0.19% of Johnson Bixby & Associates's portfolio in Q2 2026, its #43 holding.
Johnson Bixby & Associates first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.