Prossimo Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Prossimo Advisors’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	$573K	Hold	11,329	–	–	3.49%	9
2025 Q4	$573K	Hold	11,329	–	–	3.69%	9
2025 Q3	$575K	Hold	11,329	–	–	4.23%	8
2025 Q2	$574K	Hold	11,329	–	–	0.46%	64
2025 Q1	$574K	Hold	11,329	–	–	0.43%	73
2024 Q4	$571K	Hold	11,329	–	–	0.41%	72
2024 Q3	$575K	Hold	11,329	–	–	0.42%	76
2024 Q2	$572K	Hold	11,329	–	–	0.52%	68
2024 Q1	$573K	Hold	11,329	–	–	1.11%	24
2023 Q4	$571K	Hold	11,329	–	–	1.21%	27
2023 Q3	$571K	Hold	11,329	–	–	1.35%	25
2023 Q2	$570K	Hold	11,329	–	–	0.55%	63
2023 Q1	$569K	Sell	11,329 -9,965	-47%	-$500K	1.39%	26
2022 Q4	$1.07M	Buy	+21,294	New	+$1.06M	2.46%	10

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

Prossimo Advisors's ICSH Position: Q1 2026 in Review

Prossimo Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 11,329 shares worth $573K. The position accounts for 3.49% of the portfolio, ranked #9.

Prossimo Advisors first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q4 2022. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Prossimo Advisors held 11,329 shares of iShares Ultra Short Duration Bond Active ETF worth $573K as of Q1 2026.
Prossimo Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 3.49% of Prossimo Advisors's portfolio in Q1 2026, its #9 holding.
Prossimo Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
Prossimo Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.07M in Q4 2022.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Prossimo Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.