Leading Edge Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Leading Edge Financial Planning’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	$302K	Sell	5,961 -14	-0.2%	-$709	0.06%	53
2025 Q4	$302K	Sell	5,975 -620	-9%	-$31.4K	0.07%	51
2025 Q3	$335K	Sell	6,595 -1,097	-14%	-$55.6K	0.08%	46
2025 Q2	$390K	Sell	7,692 -1,012	-12%	-$51.2K	0.11%	42
2025 Q1	$441K	Sell	8,704 -246	-3%	-$12.4K	0.14%	38
2024 Q4	$451K	Sell	8,950 -4,089	-31%	-$207K	0.15%	38
2024 Q3	$662K	Buy	13,039 +927	+8%	+$46.9K	0.22%	30
2024 Q2	$612K	Buy	12,112 +1,006	+9%	+$50.7K	0.25%	29
2024 Q1	$562K	Sell	11,106 -780	-7%	-$39.4K	0.25%	28
2023 Q4	$599K	Sell	11,886 -3,330	-22%	-$168K	0.31%	28
2023 Q3	$767K	Buy	15,216 +1,966	+15%	+$98.8K	0.49%	30
2023 Q2	$666K	Buy	13,250 +842	+7%	+$42.3K	0.44%	32
2023 Q1	$624K	Buy	12,408 +4,037	+48%	+$203K	0.45%	33
2022 Q4	$419K	Buy	+8,371	New	+$418K	0.36%	39

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 $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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

Leading Edge Financial Planning's ICSH Position: Q1 2026 in Review

Leading Edge Financial Planning reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.23% in Q1 2026, selling an estimated $709 and leaving 5,961 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #53.

Leading Edge Financial Planning first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $767K in Q3 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Leading Edge Financial Planning held 5,961 shares of iShares Ultra Short Duration Bond Active ETF worth $302K as of Q1 2026.
Leading Edge Financial Planning sold 14 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $709.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of Leading Edge Financial Planning's portfolio in Q1 2026, its #53 holding.
Leading Edge Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
Leading Edge Financial Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $767K in Q3 2023.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.