Seed Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Seed Wealth Management’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 Q2	–	Sell	-8,000	Closed	-$405K	–	104
2026 Q1	$405K	Hold	8,000	–	–	0.28%	58
2025 Q4	$405K	Hold	8,000	–	–	0.28%	58
2025 Q3	$406K	Hold	8,000	–	–	0.28%	65
2025 Q2	$406K	Sell	8,000 -1,000	-11%	-$50.6K	0.3%	85
2025 Q1	$456K	Sell	9,000 -20,000	-69%	-$1.01M	0.37%	70
2024 Q4	$1.46M	Hold	29,000	–	–	1.18%	18
2024 Q3	$1.47M	Buy	29,000 +20,000	+222%	+$1.01M	1.18%	16
2024 Q2	$455K	Buy	9,000 +5,000	+125%	+$252K	0.4%	64
2024 Q1	$201K	Hold	4,000	–	–	0.19%	143
2023 Q4	$201K	Hold	4,000	–	–	0.2%	140
2023 Q3	$202K	Hold	4,000	–	–	0.23%	128
2023 Q2	$201K	Sell	4,000 -255	-6%	-$12.8K	0.21%	136
2023 Q1	$214K	Hold	4,255	–	–	0.24%	123
2022 Q4	$213K	Buy	+4,255	New	+$213K	0.24%	118

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

Seed Wealth Management's ICSH Position: Q2 2026 in Review

Seed Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 8,000 shares — an estimated $405K sold.

Seed Wealth Management first reported a position in ICSH in Q4 2022 and held it in 14 quarters. The position peaked at $1.47M in Q3 2024. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Seed Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Seed Wealth Management sold 8,000 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $405K.
Seed Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 14 quarters.
Seed Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.47M in Q3 2024.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.