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

Private Wealth Asset 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
2026 Q1	–	Sell	-1,397	Closed	-$70.7K	–	1032
2025 Q4	$70.7K	Buy	+1,397	New	+$70.7K	0.01%	367

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

Private Wealth Asset Management's ICSH Position: Q1 2026 in Review

Private Wealth Asset Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 1,397 shares — an estimated $70.7K sold.

Private Wealth Asset Management first reported a position in ICSH in Q4 2025 and held it in 1 quarter. The position peaked at $70.7K in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Private Wealth Asset Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 1,397 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $70.7K.
Private Wealth Asset Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and held it in 1 quarter.
Private Wealth Asset Management's iShares Ultra Short Duration Bond Active ETF position peaked at $70.7K in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.