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

Lifelong Wealth 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	$270K	Hold	5,333	–	–	0.06%	91
2026 Q1	$270K	Sell	5,333 -20	-0.4%	-$1.01K	0.07%	80
2025 Q4	$271K	Hold	5,353	–	–	0.07%	76
2025 Q3	$272K	Hold	5,353	–	–	0.08%	70
2025 Q2	$271K	Hold	5,353	–	–	0.09%	65
2025 Q1	$271K	Sell	5,353 -27	-0.5%	-$1.36K	0.13%	55
2024 Q4	$271K	Buy	+5,380	New	+$272K	0.12%	53

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

Lifelong Wealth Advisors's ICSH Position: Q2 2026 in Review

Lifelong Wealth Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 5,333 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #91.

Lifelong Wealth Advisors first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $272K in Q3 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Lifelong Wealth Advisors held 5,333 shares of iShares Ultra Short Duration Bond Active ETF worth $270K as of Q2 2026.
Lifelong Wealth Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Lifelong Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Lifelong Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $272K in Q3 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.