PCFFS
ICSH icon

Pacific Center for Financial Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Pacific Center for Financial 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
2026
Q1 		$691K Sell
13,656
-781
-5% -$39.5K 0.18% 45
2025
Q4 		$733K Hold
14,437
– – 0.19% 45
2025
Q3 		$733K Buy
14,437
+1,813
+14% +$91.8K 0.19% 45
2025
Q2 		$640K Sell
12,624
-20
-0.2% -$1.01K 0.17% 45
2025
Q1 		$641K Sell
12,644
-32
-0.3% -$1.62K 0.17% 44
2024
Q4 		$639K Sell
12,676
-4,765
-27% -$241K 0.16% 42
2024
Q3 		$885K Hold
17,441
– – 0.23% 35
2024
Q2 		$881K Buy
17,441
+8,746
+101% +$441K 0.25% 34
2024
Q1 		$440K Buy
8,695
+2,504
+40% +$126K 0.13% 51
2023
Q4 		$312K Sell
6,191
-1,094
-15% -$55K 0.1% 58
2023
Q3 		$367K Sell
7,285
-518
-7% -$26K 0.12% 52
2023
Q2 		$393K Buy
7,803
+457
+6% +$22.9K 0.13% 53
2023
Q1 		$369K Buy
+7,346
New +$369K 0.13% 58
2022
Q3 		$599K Buy
11,975
+289
+2% +$14.5K 0.23% 31
2022
Q2 		$585K Sell
11,686
-88
-0.7% -$4.41K 0.24% 30
2022
Q1 		$590K Sell
11,774
-5,208
-31% -$262K 0.21% 36
2021
Q4 		$856K Sell
16,982
-6,183
-27% -$312K 0.34% 23
2021
Q3 		$1.17M Sell
23,165
-11,061
-32% -$559K 0.51% 21
2021
Q2 		$1.73M Sell
34,226
-27,106
-44% -$1.37M 0.75% 15
2021
Q1 		$3.1M Sell
61,332
-834,360
-93% -$42.2M 1.48% 12
2020
Q4 		$45.3M Sell
895,692
-5,226
-0.6% -$264K 16.75% 1
2020
Q3 		$45.6M Buy
900,918
+59,965
+7% +$3.03M 18.86% 1
2020
Q2 		$42.5M Buy
840,953
+15,247
+2% +$768K 20.95% 1
2020
Q1 		$41.2M Buy
825,706
+28,497
+4% +$1.43M 26.1% 1
2019
Q4 		$40.1M Buy
797,209
+266,557
+50% +$13.4M 17.64% 1
2019
Q3 		$26.7M Buy
530,652
+28,497
+6% +$1.43M 13.09% 1
2019
Q2 		$25.3M Buy
502,155
+38,225
+8% +$1.92M 12.97% 1
2019
Q1 		$23.3M Buy
463,930
+28,474
+7% +$1.43M 12.55% 1
2018
Q4 		$21.8M Buy
435,456
+75,357
+21% +$3.78M 11.72% 1
2018
Q3 		$18.1M Buy
+360,099
New +$18.1M 8.81% 2

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

Pacific Center for Financial Services's ICSH Position: Q1 2026 in Review

Pacific Center for Financial Services reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 5.4% in Q1 2026, selling an estimated $39.5K and leaving 13,656 shares worth $691K. The position accounts for 0.18% of the portfolio, ranked #45.

Pacific Center for Financial Services first reported a position in ICSH in Q3 2018 and has held it in 30 quarters since. The position peaked at $45.6M in Q3 2020. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • Pacific Center for Financial Services held 13,656 shares of iShares Ultra Short Duration Bond Active ETF worth $691K as of Q1 2026.
  • Pacific Center for Financial Services sold 781 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $39.5K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.18% of Pacific Center for Financial Services's portfolio in Q1 2026, its #45 holding.
  • Pacific Center for Financial Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and has held it in 30 quarters since.
  • Pacific Center for Financial Services's iShares Ultra Short Duration Bond Active ETF position peaked at $45.6M in Q3 2020.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.