KFGK
ICSH icon

Keystone Financial Group (Kentucky)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Keystone Financial Group (Kentucky)’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
2025
Q4 		– Sell
-3,311
Closed -$168K – 463
2025
Q3 		$168K Buy
+3,311
New +$168K 0.01% 406
2025
Q1 		– Sell
-4,006
Closed -$202K – 401
2024
Q4 		$202K Sell
4,006
-1,190
-23% -$60.1K 0.02% 371
2024
Q3 		$264K Buy
+5,196
New +$263K 0.03% 302
2024
Q2 		– Sell
-6,811
Closed -$344K – 217
2024
Q1 		$344K Buy
6,811
+41
+0.6% +$2.07K 0.05% 237
2023
Q4 		$341K Sell
6,770
-275
-4% -$13.8K 0.06% 196
2023
Q3 		$355K Sell
7,045
-473
-6% -$23.8K 0.06% 198
2023
Q2 		$378K Buy
+7,518
New +$377K 0.06% 189
2022
Q4 		$619K Sell
12,370
-1,376
-10% -$68.8K 0.12% 128
2022
Q3 		$687K Sell
13,746
-405
-3% -$20.3K 0.14% 120
2022
Q2 		$708K Hold
14,151
– – 0.14% 123
2022
Q1 		$710K Buy
14,151
+1,350
+11% +$67.9K 0.12% 128
2021
Q4 		$645K Sell
12,801
-2,318
-15% -$117K 0.11% 141
2021
Q3 		$764K Sell
15,119
-2,173
-13% -$110K 0.14% 125
2021
Q2 		$874K Sell
17,292
-1,672
-9% -$84.4K 0.16% 118
2021
Q1 		$958K Buy
18,964
+36
+0.2% +$1.82K 0.19% 105
2020
Q4 		$956K Sell
18,928
-566
-3% -$28.6K 0.2% 100
2020
Q3 		$986K Buy
19,494
+5,028
+35% +$254K 0.24% 92
2020
Q2 		$731K Buy
+14,466
New +$729K 0.2% 110

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ICSH Position: Q4 2025 in Review

Keystone Financial Group (Kentucky) sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 3,311 shares — an estimated $168K sold.

Keystone Financial Group (Kentucky) first reported a position in ICSH in Q2 2020 and held it in 18 quarters. The position peaked at $986K in Q3 2020. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

  • Keystone Financial Group (Kentucky) reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 3,311 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $168K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 18 quarters.
  • Keystone Financial Group (Kentucky)'s iShares Ultra Short Duration Bond Active ETF position peaked at $986K in Q3 2020.
  • 493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q4 2025, filed 6 Feb 2026.