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 Q2	$57K	Buy	+1,127	New	+$56.9K	0.04%	147

Other funds holding ICSH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Planning Strategies's ICSH Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 1,127 shares worth $57K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

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

Planning Strategies held 1,127 shares of iShares Ultra Short Duration Bond Active ETF worth $57K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Planning Strategies position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Planning Strategies's portfolio in Q2 2026, its #147 holding.
529 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.