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 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

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

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Panoramic Investment Advisors's ICSH Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 3.4% in Q1 2026, buying an estimated $166K and bringing the position to 98,994 shares worth $5.01M. The position accounts for 2.71% of the portfolio, ranked #6.

Panoramic Investment Advisors first reported a position in ICSH in Q4 2022 and has held it in 11 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Panoramic Investment Advisors held 98,994 shares of iShares Ultra Short Duration Bond Active ETF worth $5.01M as of Q1 2026.
Panoramic Investment Advisors bought 3,274 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $166K.
iShares Ultra Short Duration Bond Active ETF made up 2.71% of Panoramic Investment Advisors's portfolio in Q1 2026, its #6 holding.
Panoramic Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 11 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.