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 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%	-$99.6K	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

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

Lido Advisors's ICSH Position: Q2 2026 in Review

Lido Advisors opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 62,347 shares worth $3.15M. The stake represents 0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Lido Advisors previously reported a position in ICSH as recently as Q4 2025.

Lido Advisors first reported a position in ICSH in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.04M in Q1 2023. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Lido Advisors held 62,347 shares of iShares Ultra Short Duration Bond Active ETF worth $3.15M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Lido Advisors position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #640 holding.
Lido Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 9 quarters since.
Lido Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $4.04M in Q1 2023.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.