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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
Q2 		$223K Sell
4,409
-1,552
-26% -$78.4K 0.04% 70
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leading Edge Financial Planning's ICSH Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 26% in Q2 2026, selling an estimated $78.4K and leaving 4,409 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #70.

Leading Edge Financial Planning first reported a position in ICSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $767K in Q3 2023. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Leading Edge Financial Planning held 4,409 shares of iShares Ultra Short Duration Bond Active ETF worth $223K as of Q2 2026.
  • Leading Edge Financial Planning sold 1,552 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $78.4K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.04% of Leading Edge Financial Planning's portfolio in Q2 2026, its #70 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 15 quarters since.
  • Leading Edge Financial Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $767K in Q3 2023.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.