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Summit Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Summit Financial’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 		$4.11M Sell
81,266
-113,936
-58% -$5.77M 0.05% 365
2025
Q4 		$9.87M Buy
195,202
+104,248
+115% +$5.28M 0.15% 131
2025
Q3 		$4.62M Buy
+90,954
New +$4.61M 0.07% 276

Other funds holding ICSH

UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Summit Financial's ICSH Position: Q1 2026 in Review

Summit Financial reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 58% in Q1 2026, selling an estimated $5.77M and leaving 81,266 shares worth $4.11M. The position accounts for 0.05% of the portfolio, ranked #365.

Summit Financial first reported a position in ICSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $9.87M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • Summit Financial held 81,266 shares of iShares Ultra Short Duration Bond Active ETF worth $4.11M as of Q1 2026.
  • Summit Financial sold 113,936 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $5.77M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.05% of Summit Financial's portfolio in Q1 2026, its #365 holding.
  • Summit Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares Ultra Short Duration Bond Active ETF position peaked at $9.87M in Q4 2025.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.