Sand Hill Global Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sand Hill Global 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	$16.5M	Sell	326,082 -6,664	-2%	-$337K	0.56%	27
2025 Q4	$16.8M	Buy	332,746 +18,185	+6%	+$921K	0.59%	27
2025 Q3	$16M	Sell	314,561 -681,308	-68%	-$34.5M	0.56%	26
2025 Q2	$50.5M	Buy	995,869 +608,720	+157%	+$30.8M	1.87%	14
2025 Q1	$19.6M	Buy	387,149 +83,267	+27%	+$4.21M	0.81%	22
2024 Q4	$15.3M	Sell	303,882 -36,062	-11%	-$1.82M	0.65%	25
2024 Q3	$17.2M	Buy	339,944 +131,801	+63%	+$6.67M	0.73%	23
2024 Q2	$10.5M	Sell	208,143 -62,591	-23%	-$3.16M	0.48%	30
2024 Q1	$13.7M	Buy	270,734 +70,433	+35%	+$3.55M	0.65%	28
2023 Q4	$10.1M	Sell	200,301 -8,398	-4%	-$423K	0.49%	34
2023 Q3	$10.5M	Buy	208,699 +8,659	+4%	+$435K	0.58%	27
2023 Q2	$10.1M	Sell	200,040 -53,123	-21%	-$2.67M	0.5%	29
2023 Q1	$12.7M	Sell	253,163 -151,811	-37%	-$7.62M	0.68%	21
2022 Q4	$20.3M	Buy	404,974 +85,966	+27%	+$4.3M	1.14%	15
2022 Q3	$16M	Buy	319,008 +29,424	+10%	+$1.47M	1%	16
2022 Q2	$14.5M	Sell	289,584 -40,273	-12%	-$2.02M	0.83%	21
2022 Q1	$16.5M	Sell	329,857 -62,552	-16%	-$3.14M	0.92%	16
2021 Q4	$19.8M	Sell	392,409 -30,253	-7%	-$1.53M	1.11%	15
2021 Q3	$21.3M	Sell	422,662 -35,720	-8%	-$1.8M	1.3%	12
2021 Q2	$23.2M	Sell	458,382 -85,952	-16%	-$4.34M	1.41%	12
2021 Q1	$27.5M	Sell	544,334 -20,339	-4%	-$1.03M	1.79%	11
2020 Q4	$28.5M	Buy	564,673 +16,139	+3%	+$816K	1.91%	10
2020 Q3	$27.7M	Buy	548,534 +50,837	+10%	+$2.57M	2.11%	10
2020 Q2	$25.2M	Buy	497,697 +127,109	+34%	+$6.4M	2.01%	10
2020 Q1	$18.5M	Buy	370,588 +22,869	+7%	+$1.15M	1.76%	10
2019 Q4	$17.5M	Sell	347,719 -2,284,439	-87%	-$115M	1.59%	10
2019 Q3	$133M	Buy	2,632,158 +952,089	+57%	+$47.9M	12.44%	2
2019 Q2	$84.7M	Buy	1,680,069 +203,934	+14%	+$10.3M	8.68%	3
2019 Q1	$74.3M	Buy	1,476,135 +762,882	+107%	+$38.3M	7.58%	3
2018 Q4	$35.7M	Sell	713,253 -422,946	-37%	-$21.2M	3.84%	7
2018 Q3	$57M	Buy	1,136,199 +117,385	+12%	+$5.89M	5.43%	5
2018 Q2	$51.1M	Buy	+1,018,814	New	+$51M	5.04%	6

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

Sand Hill Global Advisors's ICSH Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2% in Q1 2026, selling an estimated $337K and leaving 326,082 shares worth $16.5M. The position accounts for 0.56% of the portfolio, ranked #27.

Sand Hill Global Advisors first reported a position in ICSH in Q2 2018 and has held it in 32 quarters since. The position peaked at $133M in Q3 2019. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Sand Hill Global Advisors held 326,082 shares of iShares Ultra Short Duration Bond Active ETF worth $16.5M as of Q1 2026.
Sand Hill Global Advisors sold 6,664 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $337K.
iShares Ultra Short Duration Bond Active ETF made up 0.56% of Sand Hill Global Advisors's portfolio in Q1 2026, its #27 holding.
Sand Hill Global Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2018 and has held it in 32 quarters since.
Sand Hill Global Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $133M in Q3 2019.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.