Koshinski Asset Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Koshinski Asset Management’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	$316K	Sell	6,251 -1,395	-18%	-$70.5K	0.02%	592
2026 Q1	$387K	Sell	7,646 -75	-1%	-$3.8K	0.02%	504
2025 Q4	$391K	Buy	7,721 +80	+1%	+$4.05K	0.03%	489
2025 Q3	$388K	Buy	7,641 +1,403	+22%	+$71K	0.03%	493
2025 Q2	$316K	Buy	6,238 +68	+1%	+$3.44K	0.02%	522
2025 Q1	$313K	Sell	6,170 -2,162	-26%	-$109K	0.03%	487
2024 Q4	$420K	Buy	8,332 +203	+2%	+$10.3K	0.04%	414
2024 Q3	$412K	Buy	8,129 +923	+13%	+$46.7K	0.04%	415
2024 Q2	$363K	Buy	7,206 +706	+11%	+$35.6K	0.03%	418
2024 Q1	$329K	Buy	+6,500	New	+$328K	0.03%	407
2023 Q4	–	Sell	-6,784	Closed	-$342K	–	563
2023 Q3	$342K	Buy	6,784 +1,586	+31%	+$79.7K	0.04%	410
2023 Q2	$261K	Buy	+5,198	New	+$261K	0.03%	483
2022 Q2	–	Sell	-2,992	Closed	-$150K	–	1232
2022 Q1	$150K	Hold	2,992	–	–	0.01%	692
2021 Q4	$151K	Sell	2,992 -210	-7%	-$10.6K	0.01%	716
2021 Q3	$162K	Buy	+3,202	New	+$162K	0.01%	676

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

Koshinski Asset Management's ICSH Position: Q2 2026 in Review

Koshinski Asset Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 18% in Q2 2026, selling an estimated $70.5K and leaving 6,251 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #592.

Koshinski Asset Management first reported a position in ICSH in Q3 2021 and has held it in 15 quarters since. The position peaked at $420K in Q4 2024. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Koshinski Asset Management held 6,251 shares of iShares Ultra Short Duration Bond Active ETF worth $316K as of Q2 2026.
Koshinski Asset Management sold 1,395 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $70.5K.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #592 holding.
Koshinski Asset Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2021 and has held it in 15 quarters since.
Koshinski Asset Management's iShares Ultra Short Duration Bond Active ETF position peaked at $420K in Q4 2024.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.