MSH Capital Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MSH Capital Advisors’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	$2.45M	Buy	48,408 +562	+1%	+$28.5K	0.52%	55
2025 Q4	$2.42M	Sell	47,846 -1,234	-3%	-$62.5K	0.52%	55
2025 Q3	$2.49M	Sell	49,080 -9,078	-16%	-$460K	0.67%	45
2025 Q2	$2.95M	Buy	58,158 +1,980	+4%	+$100K	0.85%	30
2025 Q1	$2.85M	Sell	56,178 -496	-0.9%	-$25.1K	0.88%	31
2024 Q4	$2.86M	Hold	56,674	–	–	0.9%	30
2024 Q3	$2.88M	Buy	56,674 +3,709	+7%	+$188K	0.88%	31
2024 Q2	$2.68M	Hold	52,965	–	–	0.89%	29
2024 Q1	$2.68M	Buy	52,965 +15,638	+42%	+$789K	0.94%	27
2023 Q4	$1.88M	Buy	+37,327	New	+$1.88M	0.7%	47

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

MSH Capital Advisors's ICSH Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.2% in Q1 2026, buying an estimated $28.5K and bringing the position to 48,408 shares worth $2.45M. The position accounts for 0.52% of the portfolio, ranked #55.

MSH Capital Advisors first reported a position in ICSH in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.95M in Q2 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

MSH Capital Advisors held 48,408 shares of iShares Ultra Short Duration Bond Active ETF worth $2.45M as of Q1 2026.
MSH Capital Advisors bought 562 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $28.5K.
iShares Ultra Short Duration Bond Active ETF made up 0.52% of MSH Capital Advisors's portfolio in Q1 2026, its #55 holding.
MSH Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
MSH Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.95M in Q2 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.