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

Klingman & 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
2025
Q3 		– Sell
-6,723
Closed -$341K – 329
2025
Q2 		$341K Hold
6,723
– – 0.02% 228
2025
Q1 		$341K Buy
+6,723
New +$340K 0.02% 205

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Klingman & Associates's ICSH Position: Q3 2025 in Review

Klingman & Associates sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 6,723 shares — an estimated $341K sold.

Klingman & Associates first reported a position in ICSH in Q1 2025 and held it in 2 quarters. The position peaked at $341K in Q2 2025. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

  • Klingman & Associates reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • Klingman & Associates sold 6,723 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $341K.
  • Klingman & Associates first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and held it in 2 quarters.
  • Klingman & Associates's iShares Ultra Short Duration Bond Active ETF position peaked at $341K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Klingman & Associates's 13F filing for Q3 2025, filed 27 Oct 2025.