Planning Strategies
ICSH icon

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

Planning Strategies’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
Q3 		$55.9K Sell
1,109
-18
-2% -$908 0.03% 155
2026
Q2 		$57K Buy
+1,127
New +$56.9K 0.04% 147

Other funds holding ICSH

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Planning Strategies's ICSH Position: Q3 2026 in Review

Planning Strategies reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.6% in Q3 2026, selling an estimated $908 and leaving 1,109 shares worth $55.9K. The position accounts for 0.03% of the portfolio, ranked #155.

Planning Strategies first reported a position in ICSH in Q2 2026 and has held it in 2 quarters since. The position peaked at $57K in Q2 2026. 517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Planning Strategies held 1,109 shares of iShares Ultra Short Duration Bond Active ETF worth $55.9K as of Q3 2026.
  • Planning Strategies sold 18 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $908.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of Planning Strategies's portfolio in Q3 2026, its #155 holding.
  • Planning Strategies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's iShares Ultra Short Duration Bond Active ETF position peaked at $57K in Q2 2026.
  • 517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.