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OFC Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

OFC Financial Planning’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 		$2.81M Sell
55,471
-5,909
-10% -$299K 2.49% 7
2026
Q1 		$3.11M Sell
61,380
-972
-2% -$49.2K 3.05% 6
2025
Q4 		$3.15M Sell
62,352
-6,972
-10% -$353K 2.99% 6
2025
Q3 		$3.52M Sell
69,324
-11,950
-15% -$605K 3.48% 6
2025
Q2 		$4.12M Sell
81,274
-5,790
-7% -$293K 4.38% 4
2025
Q1 		$4.41M Sell
87,064
-11,646
-12% -$589K 4.99% 4
2024
Q4 		$4.98M Buy
+98,710
New +$4.99M 5.25% 4

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OFC Financial Planning's ICSH Position: Q2 2026 in Review

OFC Financial Planning reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 9.6% in Q2 2026, selling an estimated $299K and leaving 55,471 shares worth $2.81M. The position accounts for 2.49% of the portfolio, ranked #7.

OFC Financial Planning first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.98M in Q4 2024. 376 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • OFC Financial Planning held 55,471 shares of iShares Ultra Short Duration Bond Active ETF worth $2.81M as of Q2 2026.
  • OFC Financial Planning sold 5,909 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $299K.
  • iShares Ultra Short Duration Bond Active ETF made up 2.49% of OFC Financial Planning's portfolio in Q2 2026, its #7 holding.
  • OFC Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $4.98M in Q4 2024.
  • 376 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.