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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
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

UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prosperity Consulting Group's ICSH Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 12% in Q1 2026, buying an estimated $4.97M and bringing the position to 893,574 shares worth $45.2M. The position accounts for 2.01% of the portfolio, ranked #10.

Prosperity Consulting Group first reported a position in ICSH in Q3 2025 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • Prosperity Consulting Group held 893,574 shares of iShares Ultra Short Duration Bond Active ETF worth $45.2M as of Q1 2026.
  • Prosperity Consulting Group bought 98,141 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $4.97M.
  • iShares Ultra Short Duration Bond Active ETF made up 2.01% of Prosperity Consulting Group's portfolio in Q1 2026, its #10 holding.
  • Prosperity Consulting Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.