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 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

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

Strategic Wealth Partners's ICSH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q1 2026, selling an estimated $14.4K and leaving 1,161 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Strategic Wealth Partners first reported a position in ICSH in Q3 2024 and has held it in 6 quarters since. The position peaked at $4.58M in Q3 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Strategic Wealth Partners held 1,161 shares of iShares Ultra Short Duration Bond Active ETF worth $58.8K as of Q1 2026.
Strategic Wealth Partners sold 284 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $14.4K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #484 holding.
Strategic Wealth Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $4.58M in Q3 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.