LCGC
ICSH icon

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
UBS Group Zurich, Switzerland $564B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return