Strategic Wealth Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Strategic Wealth Partners’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	$45.9K	Sell	908 -253	-22%	-$12.8K	﹤0.01%	543
2026 Q1	$58.8K	Sell	1,161 -284	-20%	-$14.4K	﹤0.01%	484
2025 Q4	$73.1K	Sell	1,445 -1,016	-41%	-$51.5K	0.01%	453
2025 Q3	$125K	Sell	2,461 -1,162	-32%	-$58.8K	0.01%	405
2025 Q2	$184K	Buy	+3,623	New	+$183K	0.01%	323
2024 Q4	$286K	Sell	5,669 -84,608	-94%	-$4.28M	0.02%	269
2024 Q3	$4.58M	Buy	+90,277	New	+$4.57M	0.44%	71

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

Strategic Wealth Partners's ICSH Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 22% in Q2 2026, selling an estimated $12.8K and leaving 908 shares worth $45.9K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Strategic Wealth Partners first reported a position in ICSH in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.58M in Q3 2024. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Strategic Wealth Partners held 908 shares of iShares Ultra Short Duration Bond Active ETF worth $45.9K as of Q2 2026.
Strategic Wealth Partners sold 253 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $12.8K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #543 holding.
Strategic Wealth Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $4.58M in Q3 2024.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.