Michels Family Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Michels Family Financial’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	$2.17M	Sell	42,827 -1,627	-4%	-$82.2K	1.39%	13
2026 Q1	$2.25M	Sell	44,454 -819	-2%	-$41.5K	1.62%	13
2025 Q4	$2.29M	Sell	45,273 -357	-0.8%	-$18.1K	1.68%	12
2025 Q3	$2.32M	Sell	45,630 -2,087	-4%	-$106K	1.8%	11
2025 Q2	$2.42M	Sell	47,717 -670	-1%	-$33.9K	2.06%	10
2025 Q1	$2.45M	Sell	48,387 -1,574	-3%	-$79.6K	2.22%	8
2024 Q4	$2.52M	Buy	+49,961	New	+$2.52M	2.31%	8

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 20.4% 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

Michels Family Financial's ICSH Position: Q2 2026 in Review

Michels Family Financial reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 3.7% in Q2 2026, selling an estimated $82.2K and leaving 42,827 shares worth $2.17M. The position accounts for 1.39% of the portfolio, ranked #13.

Michels Family Financial first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.52M in Q4 2024. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Michels Family Financial held 42,827 shares of iShares Ultra Short Duration Bond Active ETF worth $2.17M as of Q2 2026.
Michels Family Financial sold 1,627 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $82.2K.
iShares Ultra Short Duration Bond Active ETF made up 1.39% of Michels Family Financial's portfolio in Q2 2026, its #13 holding.
Michels Family Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Michels Family Financial's iShares Ultra Short Duration Bond Active ETF position peaked at $2.52M in Q4 2024.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.