Sunbelt Securities’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sunbelt Securities’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
2025 Q3	–	Sell	-759	Closed	-$38.3K	–	2777
2025 Q2	$38.3K	Hold	759	–	–	﹤0.01%	1001
2025 Q1	$38.5K	Hold	759	–	–	﹤0.01%	969
2024 Q4	$38.3K	Hold	759	–	–	﹤0.01%	1000
2024 Q3	$38.5K	Hold	759	–	–	﹤0.01%	1006
2024 Q2	$38.4K	Hold	759	–	–	﹤0.01%	974
2024 Q1	$38.4K	Hold	759	–	–	﹤0.01%	934
2023 Q4	$38.2K	Hold	759	–	–	﹤0.01%	872
2023 Q3	$38.2K	Hold	759	–	–	0.01%	862
2023 Q2	$38.2K	Buy	+759	New	+$38.1K	0.01%	857

Other funds holding ICSH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sunbelt Securities's ICSH Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 759 shares — an estimated $38.3K sold.

Sunbelt Securities first reported a position in ICSH in Q2 2023 and held it in 9 quarters. The position peaked at $38.5K in Q3 2024. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Sunbelt Securities reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 759 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $38.3K.
Sunbelt Securities first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and held it in 9 quarters.
Sunbelt Securities's iShares Ultra Short Duration Bond Active ETF position peaked at $38.5K in Q3 2024.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.