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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Lido Advisors's ICSH Position: Q1 2026 in Review

Lido Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 13,579 shares — an estimated $689K sold.

Lido Advisors first reported a position in ICSH in Q1 2023 and held it in 8 quarters. The position peaked at $4.04M in Q1 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Lido Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Lido Advisors sold 13,579 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $689K.
Lido Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 8 quarters.
Lido Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $4.04M in Q1 2023.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.