MY Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MY Wealth Management’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	$16.5M	Buy	+326,780	New	+$16.5M	11.64%	1
2026 Q1	–	Sell	-184,351	Closed	-$9.32M	–	29
2025 Q4	$9.32M	Sell	184,351 -982	-0.5%	-$49.7K	8.13%	5
2025 Q3	$9.41M	Buy	185,333 +2,133	+1%	+$108K	8.25%	5
2025 Q2	$9.29M	Buy	+183,200	New	+$9.26M	8.9%	4

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

MY Wealth Management's ICSH Position: Q2 2026 in Review

MY Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 326,780 shares worth $16.5M. The stake represents 11.64% of the portfolio and ranks #1 among its holdings. This is a return to the name: MY Wealth Management previously reported a position in ICSH as recently as Q4 2025.

MY Wealth Management first reported a position in ICSH in Q2 2025 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

MY Wealth Management held 326,780 shares of iShares Ultra Short Duration Bond Active ETF worth $16.5M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new MY Wealth Management position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 11.64% of MY Wealth Management's portfolio in Q2 2026, its #1 holding.
MY Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on MY Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.