Lido Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Lido Advisors’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	$8.53M	Buy	169,271 +106,924	+171%	+$5.4M	0.02%	396
2026 Q2	$3.15M	Buy	+62,347	New	+$3.15M	0.01%	640
2026 Q1	–	Sell	-13,579	Closed	-$689K	–	2033
2025 Q4	$689K	Sell	13,579 -21	-0.2%	-$1.06K	﹤0.01%	1155
2025 Q3	$690K	Buy	+13,600	New	+$689K	﹤0.01%	1096
2024 Q3	–	Sell	-4,202	Closed	-$212K	–	1511
2024 Q2	$212K	Sell	4,202 -529	-11%	-$26.7K	﹤0.01%	1268
2024 Q1	$239K	Sell	4,731 -4,237	-47%	-$214K	﹤0.01%	1198
2023 Q4	$452K	Sell	8,968 -13,603	-60%	-$684K	﹤0.01%	895
2023 Q3	$1.14M	Sell	22,571 -1,981	-8%	-$100K	0.01%	506
2023 Q2	$1.23M	Sell	24,552 -55,912	-69%	-$2.81M	0.01%	477
2023 Q1	$4.04M	Buy	+80,464	New	+$4.04M	0.04%	233

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

Lido Advisors's ICSH Position: Q3 2026 in Review

Lido Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 171% in Q3 2026, buying an estimated $5.4M and bringing the position to 169,271 shares worth $8.53M. The position accounts for 0.02% of the portfolio, ranked #396.

Lido Advisors first reported a position in ICSH in Q1 2023 and has held it in 10 quarters since. 370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Lido Advisors held 169,271 shares of iShares Ultra Short Duration Bond Active ETF worth $8.53M as of Q3 2026.
Lido Advisors bought 106,924 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $5.4M.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Lido Advisors's portfolio in Q3 2026, its #396 holding.
Lido Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 10 quarters since.
370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.