Panoramic Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Panoramic Investment Advisors’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	$5.04M	Buy	99,644 +650	+0.7%	+$32.8K	2.41%	7
2026 Q1	$5.01M	Buy	98,994 +3,274	+3%	+$166K	2.71%	6
2025 Q4	$4.84M	Buy	95,720 +12,508	+15%	+$633K	2.63%	7
2025 Q3	$4.22M	Buy	83,212 +4,128	+5%	+$209K	2.37%	7
2025 Q2	$4.01M	Buy	79,084 +30,624	+63%	+$1.55M	2.46%	8
2025 Q1	$2.46M	Buy	48,460 +1,667	+4%	+$84.3K	1.66%	19
2024 Q4	$2.36M	Buy	46,793 +2,865	+7%	+$145K	1.54%	20
2024 Q3	$2.23M	Buy	+43,928	New	+$2.22M	1.54%	18
2024 Q1	$2.35M	Buy	46,555 +655	+1%	+$33.1K	1.73%	16
2023 Q4	$2.31M	Sell	45,900 -7,820	-15%	-$393K	2%	12
2023 Q3	$2.71M	Buy	+53,720	New	+$2.7M	2.49%	9
2022 Q4	$3.24M	Buy	+64,759	New	+$3.24M	3.32%	6

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

Panoramic Investment Advisors's ICSH Position: Q2 2026 in Review

Panoramic Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.66% in Q2 2026, buying an estimated $32.8K and bringing the position to 99,644 shares worth $5.04M. The position accounts for 2.41% of the portfolio, ranked #7.

Panoramic Investment Advisors first reported a position in ICSH in Q4 2022 and has held it in 12 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Panoramic Investment Advisors held 99,644 shares of iShares Ultra Short Duration Bond Active ETF worth $5.04M as of Q2 2026.
Panoramic Investment Advisors bought 650 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $32.8K.
iShares Ultra Short Duration Bond Active ETF made up 2.41% of Panoramic Investment Advisors's portfolio in Q2 2026, its #7 holding.
Panoramic Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 12 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Panoramic Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.