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LRI Investments’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

LRI Investments’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 		– Sell
-185
Closed -$9.37K – 1977
2026
Q1 		$9.37K Sell
185
-154
-45% -$7.8K ﹤0.01% 902
2025
Q4 		$17.1K Buy
+339
New +$17.2K ﹤0.01% 743
2025
Q3 		– Sell
-151
Closed -$7.66K – 1331
2025
Q2 		$7.66K Buy
+151
New +$7.64K ﹤0.01% 910

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

LRI Investments's ICSH Position: Q2 2026 in Review

LRI Investments sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 185 shares — an estimated $9.37K sold.

LRI Investments first reported a position in ICSH in Q2 2025 and held it in 3 quarters. The position peaked at $17.1K in Q4 2025. 368 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • LRI Investments reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 185 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $9.37K.
  • LRI Investments first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and held it in 3 quarters.
  • LRI Investments's iShares Ultra Short Duration Bond Active ETF position peaked at $17.1K in Q4 2025.
  • 368 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.