SmartHarvest Portfolios’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

SmartHarvest Portfolios’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	$204K	Hold	4,035	–	–	0.07%	370
2026 Q1	$204K	Sell	4,035 -226	-5%	-$11.4K	0.09%	301
2025 Q4	$216K	Buy	+4,261	New	+$216K	0.07%	298

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 20.4% 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

SmartHarvest Portfolios's ICSH Position: Q2 2026 in Review

SmartHarvest Portfolios held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 4,035 shares worth $204K. The position accounts for 0.07% of the portfolio, ranked #370.

SmartHarvest Portfolios first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

SmartHarvest Portfolios held 4,035 shares of iShares Ultra Short Duration Bond Active ETF worth $204K as of Q2 2026.
SmartHarvest Portfolios left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.07% of SmartHarvest Portfolios's portfolio in Q2 2026, its #370 holding.
SmartHarvest Portfolios first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
SmartHarvest Portfolios's iShares Ultra Short Duration Bond Active ETF position peaked at $216K in Q4 2025.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.