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

Legacy Trust’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 Q3	$325K	Buy	+6,450	New	+$325K	0.05%	178

Other funds holding ICSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Legacy Trust's ICSH Position: Q3 2026 in Review

Legacy Trust opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 6,450 shares worth $325K. The stake represents 0.05% of the portfolio and ranks #178 among its holdings.

370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Legacy Trust held 6,450 shares of iShares Ultra Short Duration Bond Active ETF worth $325K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Legacy Trust position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of Legacy Trust's portfolio in Q3 2026, its #178 holding.
370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.