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

Resonant Capital 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	$12.8M	Sell	253,626 -202,149	-44%	-$10.2M	0.67%	36
2025 Q4	$23.1M	Buy	455,775 +259,412	+132%	+$13.1M	1.27%	22
2025 Q3	$9.97M	Buy	196,363 +11,821	+6%	+$599K	0.58%	40
2025 Q2	$9.36M	Sell	184,542 -35,241	-16%	-$1.78M	0.6%	40
2025 Q1	$11.1M	Buy	219,783 +12,242	+6%	+$619K	0.78%	33
2024 Q4	$10.5M	Buy	207,541 +7,391	+4%	+$374K	0.76%	32
2024 Q3	$10.2M	Buy	200,150 +3,542	+2%	+$179K	0.75%	31
2024 Q2	$9.93M	Sell	196,608 -3,615	-2%	-$182K	0.81%	31
2024 Q1	$10.1M	Buy	200,223 +40,863	+26%	+$2.06M	0.87%	29
2023 Q4	$8.03M	Sell	159,360 -7,861	-5%	-$396K	0.78%	33
2023 Q3	$8.42M	Buy	+167,221	New	+$8.4M	0.9%	29

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

Resonant Capital Advisors's ICSH Position: Q1 2026 in Review

Resonant Capital Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 44% in Q1 2026, selling an estimated $10.2M and leaving 253,626 shares worth $12.8M. The position accounts for 0.67% of the portfolio, ranked #36.

Resonant Capital Advisors first reported a position in ICSH in Q3 2023 and has held it in 11 quarters since. The position peaked at $23.1M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Resonant Capital Advisors held 253,626 shares of iShares Ultra Short Duration Bond Active ETF worth $12.8M as of Q1 2026.
Resonant Capital Advisors sold 202,149 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $10.2M.
iShares Ultra Short Duration Bond Active ETF made up 0.67% of Resonant Capital Advisors's portfolio in Q1 2026, its #36 holding.
Resonant Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2023 and has held it in 11 quarters since.
Resonant Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $23.1M in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

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