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

Prudent Man 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	$385K	Sell	7,607 -13,648	-64%	-$691K	0.12%	120
2025 Q4	$1.08M	Sell	21,255 -24,925	-54%	-$1.26M	0.39%	55
2025 Q3	$2.34M	Buy	+46,180	New	+$2.34M	0.86%	21
2025 Q1	–	Sell	-29,655	Closed	-$1.5M	–	174
2024 Q4	$1.5M	Hold	29,655	–	–	0.54%	34
2024 Q3	$1.5M	Buy	+29,655	New	+$1.5M	0.5%	36
2024 Q2	–	Sell	-7,537	Closed	-$381K	–	179
2024 Q1	$381K	Sell	7,537 -14,438	-66%	-$729K	0.14%	129
2023 Q4	$1.11M	Hold	21,975	–	–	0.41%	55
2023 Q3	$1.11M	Buy	21,975 +16,400	+294%	+$824K	0.44%	49
2023 Q2	$280K	Sell	5,575 -20,000	-78%	-$1M	0.11%	147
2023 Q1	$1.29M	Sell	25,575 -2,000	-7%	-$100K	0.5%	38
2022 Q4	$1.38M	Buy	27,575 +14,000	+103%	+$700K	0.56%	33
2022 Q3	$679K	Buy	+13,575	New	+$679K	0.32%	65
2021 Q2	–	Sell	-15,035	Closed	-$759K	–	214
2021 Q1	$759K	Sell	15,035 -4,000	-21%	-$202K	0.32%	66
2020 Q4	$962K	Hold	19,035	–	–	0.4%	47
2020 Q3	$963K	Buy	+19,035	New	+$962K	0.51%	41

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

Prudent Man Advisors's ICSH Position: Q1 2026 in Review

Prudent Man Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 64% in Q1 2026, selling an estimated $691K and leaving 7,607 shares worth $385K. The position accounts for 0.12% of the portfolio, ranked #120.

Prudent Man Advisors first reported a position in ICSH in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.34M in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Prudent Man Advisors held 7,607 shares of iShares Ultra Short Duration Bond Active ETF worth $385K as of Q1 2026.
Prudent Man Advisors sold 13,648 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $691K.
iShares Ultra Short Duration Bond Active ETF made up 0.12% of Prudent Man Advisors's portfolio in Q1 2026, its #120 holding.
Prudent Man Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 15 quarters since.
Prudent Man Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.34M in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Prudent Man Advisors's 13F filing for Q1 2026, filed 8 May 2026.