Synergy Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Synergy Investment Management’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	$106K	Buy	2,092 +2,072	+10,360%	+$105K	0.03%	253
2026 Q1	$1.01K	Buy	+20	New	+$1.01K	﹤0.01%	765
2025 Q2	–	Sell	-20	Closed	-$1.01K	–	298
2025 Q1	$1.01K	Hold	20	–	–	﹤0.01%	575
2024 Q4	$1.01K	Buy	+20	New	+$1.01K	﹤0.01%	604

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

Synergy Investment Management's ICSH Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 10,360% in Q2 2026, buying an estimated $105K and bringing the position to 2,092 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #253.

Synergy Investment Management first reported a position in ICSH in Q4 2024 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Synergy Investment Management held 2,092 shares of iShares Ultra Short Duration Bond Active ETF worth $106K as of Q2 2026.
Synergy Investment Management bought 2,072 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $105K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #253 holding.
Synergy Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 4 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.