Nicolet Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$361K	Buy	7,130 +1,213	+21%	+$61.4K	0.02%	287
2025 Q3	$300K	Sell	5,917 -100	-2%	-$5.06K	0.02%	318
2025 Q2	$304K	Sell	6,017 -1,366	-19%	-$69.1K	0.03%	303
2025 Q1	$373K	Buy	7,383 +1,592	+27%	+$80.5K	0.04%	238
2024 Q4	$292K	Buy	+5,791	New	+$293K	0.03%	297

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Nicolet Advisory Services's ICSH Position: Q4 2025 in Review

Nicolet Advisory Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 21% in Q4 2025, buying an estimated $61.4K and bringing the position to 7,130 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #287.

Nicolet Advisory Services first reported a position in ICSH in Q4 2024 and has held it in 5 quarters since. The position peaked at $373K in Q1 2025. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

Nicolet Advisory Services held 7,130 shares of iShares Ultra Short Duration Bond Active ETF worth $361K as of Q4 2025.
Nicolet Advisory Services bought 1,213 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $61.4K.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #287 holding.
Nicolet Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 5 quarters since.
Nicolet Advisory Services's iShares Ultra Short Duration Bond Active ETF position peaked at $373K in Q1 2025.
493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.