Legacy Capital Group California’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Legacy Capital Group California’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	–	Sell	-6,933	Closed	-$351K	–	318
2025 Q4	$351K	Buy	6,933 +301	+5%	+$15.2K	0.09%	269
2025 Q3	$337K	Buy	6,632 +3	+0%	+$152	0.09%	268
2025 Q2	$336K	Buy	6,629 +47	+0.7%	+$2.38K	0.09%	248
2025 Q1	$334K	Sell	6,582 -18	-0.3%	-$910	0.12%	210
2024 Q4	$333K	Buy	6,600 +5	+0.1%	+$253	0.1%	232
2024 Q3	$335K	Buy	6,595 +1,504	+30%	+$76.1K	0.11%	210
2024 Q2	$257K	Buy	5,091 +49	+1%	+$2.47K	0.09%	256
2024 Q1	$255K	Sell	5,042 -7,914	-61%	-$399K	0.09%	252
2023 Q4	$652K	Sell	12,956 -8,302	-39%	-$418K	0.25%	126
2023 Q3	$1.07M	Sell	21,258 -956	-4%	-$48K	0.46%	44
2023 Q2	$1.12M	Buy	22,214 +507	+2%	+$25.5K	0.46%	42
2023 Q1	$1.09M	Buy	+21,707	New	+$1.09M	0.53%	43

Other funds holding ICSH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Legacy Capital Group California's ICSH Position: Q1 2026 in Review

Legacy Capital Group California sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 6,933 shares — an estimated $351K sold.

Legacy Capital Group California first reported a position in ICSH in Q1 2023 and held it in 12 quarters. The position peaked at $1.12M in Q2 2023. 529 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Legacy Capital Group California reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Group California sold 6,933 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $351K.
Legacy Capital Group California first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 12 quarters.
Legacy Capital Group California's iShares Ultra Short Duration Bond Active ETF position peaked at $1.12M in Q2 2023.
529 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.