Migdal Insurance & Financial Holdings’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-5,900	Closed	-$298K	–	395
2025 Q4	$298K	Buy	+5,900	New	+$299K	﹤0.01%	195
2024 Q1	–	Sell	-220	Closed	-$11K	–	412
2023 Q4	$11K	Hold	220	–	–	﹤0.01%	418
2023 Q3	$11K	Hold	220	–	–	﹤0.01%	406
2023 Q2	$11K	Buy	+220	New	+$11K	﹤0.01%	403
2022 Q3	–	Sell	-220	Closed	-$11K	–	558
2022 Q2	$11K	Sell	220 -300	-58%	-$15K	﹤0.01%	511
2022 Q1	$26K	Sell	520 -560	-52%	-$28.1K	﹤0.01%	495
2021 Q4	$54K	Hold	1,080	–	–	﹤0.01%	446
2021 Q3	$55K	Buy	1,080 +140	+15%	+$7.07K	﹤0.01%	434
2021 Q2	$47K	Hold	940	–	–	﹤0.01%	476
2021 Q1	$47K	Sell	940 -880	-48%	-$44.5K	﹤0.01%	555
2020 Q4	$92K	Buy	1,820 +80	+5%	+$4.04K	﹤0.01%	406
2020 Q3	$88K	Sell	1,740 -1,590	-48%	-$80.4K	﹤0.01%	486
2020 Q2	$168K	Buy	+3,330	New	+$168K	﹤0.01%	362

Other funds holding ICSH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Migdal Insurance & Financial Holdings's ICSH Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 5,900 shares — an estimated $298K sold.

Migdal Insurance & Financial Holdings first reported a position in ICSH in Q2 2020 and held it in 13 quarters. The position peaked at $298K in Q4 2025. 526 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 5,900 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $298K.
Migdal Insurance & Financial Holdings first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 13 quarters.
Migdal Insurance & Financial Holdings's iShares Ultra Short Duration Bond Active ETF position peaked at $298K in Q4 2025.
526 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.