Liberty Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Liberty Wealth Management’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	$267K	Hold	5,281	–	–	0.03%	221
2026 Q1	$267K	Buy	+5,281	New	+$267K	0.03%	221
2022 Q2	–	Sell	-4,008	Closed	-$201K	–	157
2022 Q1	$201K	Buy	+4,008	New	+$201K	0.07%	152
2021 Q4	–	Sell	-4,001	Closed	-$202K	–	162
2021 Q3	$202K	Buy	+4,001	New	+$202K	0.07%	162

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

Liberty Wealth Management's ICSH Position: Q2 2026 in Review

Liberty Wealth Management held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 5,281 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #221.

Liberty Wealth Management first reported a position in ICSH in Q3 2021 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Liberty Wealth Management held 5,281 shares of iShares Ultra Short Duration Bond Active ETF worth $267K as of Q2 2026.
Liberty Wealth Management left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Liberty Wealth Management's portfolio in Q2 2026, its #221 holding.
Liberty Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2021 and has held it in 4 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.