MPWM Advisory Solutions’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MPWM Advisory Solutions’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	$116K	Buy	2,289 +92	+4%	+$4.65K	0.05%	141
2026 Q1	$111K	Hold	2,197	–	–	0.06%	133
2025 Q4	$111K	Hold	2,197	–	–	0.06%	120
2025 Q3	$111K	Hold	2,197	–	–	0.07%	108
2025 Q2	$111K	Buy	+2,197	New	+$111K	0.07%	104

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 20.41% 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

MPWM Advisory Solutions's ICSH Position: Q2 2026 in Review

MPWM Advisory Solutions increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 4.2% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,289 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #141.

MPWM Advisory Solutions first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

MPWM Advisory Solutions held 2,289 shares of iShares Ultra Short Duration Bond Active ETF worth $116K as of Q2 2026.
MPWM Advisory Solutions bought 92 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $4.65K.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of MPWM Advisory Solutions's portfolio in Q2 2026, its #141 holding.
MPWM Advisory Solutions first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.