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Legacy Investment Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$5.01M Buy
+98,888
New +$5M 2.61% 7
2024
Q4 		$6.77M Buy
134,153
+23,827
+22% +$1.2M 4.33% 7
2024
Q3 		$5.57M Buy
+110,326
New +$5.58M 3.25% 10

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Legacy Investment Solutions's ICSH Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025: 98,888 shares worth $5.01M. The stake represents 2.61% of the portfolio and ranks #7 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in ICSH as recently as Q4 2024.

Legacy Investment Solutions first reported a position in ICSH in Q3 2024 and has held it in 3 quarters since. The position peaked at $6.77M in Q4 2024. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

  • Legacy Investment Solutions held 98,888 shares of iShares Ultra Short Duration Bond Active ETF worth $5.01M as of Q2 2025.
  • iShares Ultra Short Duration Bond Active ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Ultra Short Duration Bond Active ETF made up 2.61% of Legacy Investment Solutions's portfolio in Q2 2025, its #7 holding.
  • Legacy Investment Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Ultra Short Duration Bond Active ETF position peaked at $6.77M in Q4 2024.
  • 451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.