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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Kovitz Investment Group Partners's ICSH Position: Q1 2026 in Review

Kovitz Investment Group Partners held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 8,885 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #407.

Kovitz Investment Group Partners first reported a position in ICSH in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.04M in Q3 2020. 524 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Kovitz Investment Group Partners held 8,885 shares of iShares Ultra Short Duration Bond Active ETF worth $450K as of Q1 2026.
Kovitz Investment Group Partners left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #407 holding.
Kovitz Investment Group Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $1.04M in Q3 2020.
524 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.