Kovitz Investment Group Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-8,885	Closed	-$450K	–	501
2026 Q1	$450K	Hold	8,885	–	–	0.01%	407
2025 Q4	$449K	Buy	8,885 +1,095	+14%	+$55.5K	0.01%	400
2025 Q3	$395K	Hold	7,790	–	–	﹤0.01%	1109
2025 Q2	$395K	Hold	7,790	–	–	﹤0.01%	1055
2025 Q1	$395K	Hold	7,790	–	–	﹤0.01%	971
2024 Q4	$393K	Hold	7,790	–	–	﹤0.01%	965
2024 Q3	$395K	Hold	7,790	–	–	﹤0.01%	801
2024 Q2	$394K	Buy	+7,790	New	+$393K	﹤0.01%	688
2020 Q4	–	Sell	-20,550	Closed	-$1.04M	–	420
2020 Q3	$1.04M	Buy	+20,550	New	+$1.04M	0.03%	254

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

Kovitz Investment Group Partners's ICSH Position: Q2 2026 in Review

Kovitz Investment Group Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 8,885 shares — an estimated $450K sold.

Kovitz Investment Group Partners first reported a position in ICSH in Q3 2020 and held it in 9 quarters. The position peaked at $1.04M in Q3 2020. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Kovitz Investment Group Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Kovitz Investment Group Partners sold 8,885 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $450K.
Kovitz Investment Group Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and held it in 9 quarters.
Kovitz Investment Group Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $1.04M in Q3 2020.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.