Peterson Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Peterson Wealth 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	$1.06M	Sell	20,906 -22,922	-52%	-$1.16M	0.14%	39
2025 Q4	$2.22M	Buy	43,828 +3,291	+8%	+$167K	0.3%	31
2025 Q3	$2.05M	Sell	40,537 -7,650	-16%	-$387K	0.31%	32
2025 Q2	$2.44M	Sell	48,187 -2,978	-6%	-$151K	0.4%	27
2025 Q1	$2.59M	Sell	51,165 -2,379	-4%	-$120K	0.5%	25
2024 Q4	$2.7M	Buy	53,544 +8,141	+18%	+$411K	0.49%	24
2024 Q3	$2.3M	Sell	45,403 -5,536	-11%	-$280K	0.44%	23
2024 Q2	$2.57M	Buy	50,939 +6,994	+16%	+$353K	0.54%	19
2024 Q1	$2.22M	Sell	43,945 -5,191	-11%	-$262K	0.47%	21
2023 Q4	$2.47M	Buy	49,136 +12,559	+34%	+$632K	0.59%	19
2023 Q3	$1.84M	Buy	36,577 +6,460	+21%	+$325K	0.5%	22
2023 Q2	$1.51M	Sell	30,117 -195	-0.6%	-$9.79K	0.4%	24
2023 Q1	$1.52M	Buy	30,312 +3,198	+12%	+$160K	0.42%	25
2022 Q4	$1.36M	Buy	+27,114	New	+$1.35M	0.41%	26

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

Peterson Wealth Advisors's ICSH Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 52% in Q1 2026, selling an estimated $1.16M and leaving 20,906 shares worth $1.06M. The position accounts for 0.14% of the portfolio, ranked #39.

Peterson Wealth Advisors first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.7M in Q4 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Peterson Wealth Advisors held 20,906 shares of iShares Ultra Short Duration Bond Active ETF worth $1.06M as of Q1 2026.
Peterson Wealth Advisors sold 22,922 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $1.16M.
iShares Ultra Short Duration Bond Active ETF made up 0.14% of Peterson Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Peterson Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
Peterson Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.7M in Q4 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.