Legacy Wealth Management (Idaho)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Legacy Wealth Management (Idaho)’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	$4.74M	Sell	93,803 -8,736	-9%	-$441K	1.95%	12
2026 Q1	$5.19M	Sell	102,539 -87,156	-46%	-$4.41M	2.58%	8
2025 Q4	$9.59M	Buy	189,695 +84,531	+80%	+$4.28M	4.59%	4
2025 Q3	$5.34M	Buy	105,164 +6,276	+6%	+$318K	2.41%	8
2025 Q2	$5.01M	Sell	98,888 -65,086	-40%	-$3.29M	2.61%	7
2025 Q1	$8.31M	Buy	163,974 +29,821	+22%	+$1.51M	5.87%	4
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 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

Legacy Wealth Management (Idaho)'s ICSH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 8.5% in Q2 2026, selling an estimated $441K and leaving 93,803 shares worth $4.74M. The position accounts for 1.95% of the portfolio, ranked #12.

Legacy Wealth Management (Idaho) first reported a position in ICSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.59M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Legacy Wealth Management (Idaho) held 93,803 shares of iShares Ultra Short Duration Bond Active ETF worth $4.74M as of Q2 2026.
Legacy Wealth Management (Idaho) sold 8,736 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $441K.
iShares Ultra Short Duration Bond Active ETF made up 1.95% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #12 holding.
Legacy Wealth Management (Idaho) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Idaho)'s iShares Ultra Short Duration Bond Active ETF position peaked at $9.59M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.