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 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

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

MY Wealth Management's ICSH Position: Q1 2026 in Review

MY Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 184,351 shares — an estimated $9.32M sold.

MY Wealth Management first reported a position in ICSH in Q2 2025 and held it in 3 quarters. The position peaked at $9.41M in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

MY Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
MY Wealth Management sold 184,351 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $9.32M.
MY Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and held it in 3 quarters.
MY Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $9.41M in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on MY Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.