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Meramec Financial Planners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Meramec Financial Planners’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 		$846K Sell
16,745
-928
-5% -$46.9K 0.31% 48
2026
Q1 		$894K Buy
17,673
+685
+4% +$34.7K 0.35% 43
2025
Q4 		$860K Buy
+16,988
New +$860K 0.34% 49

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meramec Financial Planners's ICSH Position: Q2 2026 in Review

Meramec Financial Planners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 5.3% in Q2 2026, selling an estimated $46.9K and leaving 16,745 shares worth $846K. The position accounts for 0.31% of the portfolio, ranked #48.

Meramec Financial Planners first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $894K in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Meramec Financial Planners held 16,745 shares of iShares Ultra Short Duration Bond Active ETF worth $846K as of Q2 2026.
  • Meramec Financial Planners sold 928 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $46.9K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.31% of Meramec Financial Planners's portfolio in Q2 2026, its #48 holding.
  • Meramec Financial Planners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's iShares Ultra Short Duration Bond Active ETF position peaked at $894K in Q1 2026.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.