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 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

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

Michels Family Financial's ICSH Position: Q1 2026 in Review

Michels Family Financial reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.8% in Q1 2026, selling an estimated $41.5K and leaving 44,454 shares worth $2.25M. The position accounts for 1.62% of the portfolio, ranked #13.

Michels Family Financial first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.52M in Q4 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Michels Family Financial held 44,454 shares of iShares Ultra Short Duration Bond Active ETF worth $2.25M as of Q1 2026.
Michels Family Financial sold 819 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $41.5K.
iShares Ultra Short Duration Bond Active ETF made up 1.62% of Michels Family Financial's portfolio in Q1 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 6 quarters since.
Michels Family Financial's iShares Ultra Short Duration Bond Active ETF position peaked at $2.52M in Q4 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.