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Peak Retirement Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Peak Retirement 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 		$370K Buy
+7,305
New +$369K 0.06% 121

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Retirement Planning's ICSH Position: Q2 2026 in Review

Peak Retirement Planning opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 7,305 shares worth $370K. The stake represents 0.06% of the portfolio and ranks #121 among its holdings.

550 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Peak Retirement Planning held 7,305 shares of iShares Ultra Short Duration Bond Active ETF worth $370K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Peak Retirement Planning position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.06% of Peak Retirement Planning's portfolio in Q2 2026, its #121 holding.
  • 550 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.