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Parkworth Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Parkworth Wealth Management’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
Q2 		$3.47M Buy
68,411
+10,745
+19% +$543K 2.5% 14
2025
Q1 		$2.92M Buy
+57,666
New +$2.92M 2.33% 14

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Parkworth Wealth Management's ICSH Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 19% in Q2 2025, buying an estimated $543K and bringing the position to 68,411 shares worth $3.47M. The position accounts for 2.5% of the portfolio, ranked #14.

Parkworth Wealth Management first reported a position in ICSH in Q1 2025 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

  • Parkworth Wealth Management held 68,411 shares of iShares Ultra Short Duration Bond Active ETF worth $3.47M as of Q2 2025.
  • Parkworth Wealth Management bought 10,745 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $543K.
  • iShares Ultra Short Duration Bond Active ETF made up 2.5% of Parkworth Wealth Management's portfolio in Q2 2025, its #14 holding.
  • Parkworth Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.