Prosperity Consulting Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Prosperity Consulting Group’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	$38.5M	Sell	762,087 -131,487	-15%	-$6.64M	1.46%	13
2026 Q1	$45.2M	Buy	893,574 +98,141	+12%	+$4.97M	2.01%	10
2025 Q4	$40.2M	Buy	795,433 +150,066	+23%	+$7.6M	1.81%	10
2025 Q3	$32.8M	Buy	+645,367	New	+$32.7M	1.61%	13

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

Prosperity Consulting Group's ICSH Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 15% in Q2 2026, selling an estimated $6.64M and leaving 762,087 shares worth $38.5M. The position accounts for 1.46% of the portfolio, ranked #13.

Prosperity Consulting Group first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $45.2M in Q1 2026. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Prosperity Consulting Group held 762,087 shares of iShares Ultra Short Duration Bond Active ETF worth $38.5M as of Q2 2026.
Prosperity Consulting Group sold 131,487 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $6.64M.
iShares Ultra Short Duration Bond Active ETF made up 1.46% of Prosperity Consulting Group's portfolio in Q2 2026, its #13 holding.
Prosperity Consulting Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
Prosperity Consulting Group's iShares Ultra Short Duration Bond Active ETF position peaked at $45.2M in Q1 2026.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.