NW
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NewEdge Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

NewEdge Wealth’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 		$1.02M Buy
20,138
+7
+0% +$354 0.01% 623
2025
Q4 		$1.02M Buy
20,131
+1,269
+7% +$64.3K 0.01% 626
2025
Q3 		$954K Hold
18,862
– – 0.01% 580
2025
Q2 		$954K Buy
18,862
+4,030
+27% +$204K 0.01% 543
2025
Q1 		$752K Sell
14,832
-1,765
-11% -$89.3K 0.01% 539
2024
Q4 		$837K Sell
16,597
-9,600
-37% -$485K 0.01% 518
2024
Q3 		$1.33M Sell
26,197
-2,135
-8% -$108K 0.02% 419
2024
Q2 		$1.43M Sell
28,332
-2,094
-7% -$106K 0.03% 366
2024
Q1 		$1.53M Sell
30,426
-31,072
-51% -$1.57M 0.03% 362
2023
Q4 		$3.1M Sell
61,498
-21,903
-26% -$1.1M 0.08% 219
2023
Q3 		$4.2M Sell
83,401
-1,504
-2% -$75.6K 0.13% 143
2023
Q2 		$4.27M Sell
84,905
-17,093
-17% -$858K 0.14% 139
2023
Q1 		$5.13M Buy
101,998
+4,558
+5% +$229K 0.19% 117
2022
Q4 		$4.88M Buy
97,440
+6,090
+7% +$304K 0.21% 110
2022
Q3 		$4.57M Buy
91,350
+2,890
+3% +$145K 0.22% 106
2022
Q2 		$4.43M Buy
88,460
+84,470
+2,117% +$4.23M 0.2% 114
2022
Q1 		$200K Buy
+3,990
New +$201K 0.01% 405

Other funds holding ICSH

UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NewEdge Wealth's ICSH Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.03% in Q1 2026, buying an estimated $354 and bringing the position to 20,138 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #623.

NewEdge Wealth first reported a position in ICSH in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.13M in Q1 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • NewEdge Wealth held 20,138 shares of iShares Ultra Short Duration Bond Active ETF worth $1.02M as of Q1 2026.
  • NewEdge Wealth bought 7 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $354.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #623 holding.
  • NewEdge Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $5.13M in Q1 2023.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.