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Tempus Wealth Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Tempus Wealth Planning’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 		$3.19M Buy
63,145
+325
+0.5% +$16.4K 0.62% 35
2026
Q1 		$3.18M Sell
62,820
-6,857
-10% -$347K 0.73% 30
2025
Q4 		$3.52M Sell
69,677
-11,268
-14% -$571K 0.81% 29
2025
Q3 		$4.11M Buy
80,945
+334
+0.4% +$16.9K 0.94% 24
2025
Q2 		$4.09M Buy
80,611
+1,246
+2% +$63K 1.02% 22
2025
Q1 		$4.02M Buy
79,365
+4,959
+7% +$251K 1.2% 20
2024
Q4 		$3.75M Sell
74,406
-23,622
-24% -$1.19M 1.15% 20
2024
Q3 		$4.97M Sell
98,028
-9,451
-9% -$478K 1.82% 12
2024
Q2 		$5.43M Sell
107,479
-1,292
-1% -$65.2K 2.27% 9
2024
Q1 		$5.5M Sell
108,771
-72,818
-40% -$3.67M 2.42% 7
2023
Q4 		$9.14M Sell
181,589
-513,500
-74% -$25.8M 4.02% 2
2023
Q3 		$35M Buy
695,089
+363,946
+110% +$18.3M 17.56% 1
2023
Q2 		$16.7M Sell
331,143
-308,770
-48% -$15.5M 7.52% 1
2023
Q1 		$32.2M Buy
639,913
+556,920
+671% +$27.9M 15.72% 1
2022
Q4 		$4.15M Sell
82,993
-69,126
-45% -$3.45M 2.52% 7
2022
Q3 		$7.61M Sell
152,119
-90,038
-37% -$4.51M 5.07% 1
2022
Q2 		$12.1M Sell
242,157
-24,624
-9% -$1.23M 9.96% 1
2022
Q1 		$13.4M Sell
266,781
-7,794
-3% -$392K 9.51% 1
2021
Q4 		$13.8M Sell
274,575
-4,193
-2% -$211K 7.46% 1
2021
Q3 		$14.1M Buy
278,768
+274,238
+6,054% +$13.8M 7.97% 1
2021
Q2 		$229K Buy
+4,530
New +$229K 0.15% 138

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

Tempus Wealth Planning's ICSH Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.52% in Q2 2026, buying an estimated $16.4K and bringing the position to 63,145 shares worth $3.19M. The position accounts for 0.62% of the portfolio, ranked #35.

Tempus Wealth Planning first reported a position in ICSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $35M in Q3 2023. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Tempus Wealth Planning held 63,145 shares of iShares Ultra Short Duration Bond Active ETF worth $3.19M as of Q2 2026.
  • Tempus Wealth Planning bought 325 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $16.4K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.62% of Tempus Wealth Planning's portfolio in Q2 2026, its #35 holding.
  • Tempus Wealth Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 21 quarters since.
  • Tempus Wealth Planning's iShares Ultra Short Duration Bond Active ETF position peaked at $35M in Q3 2023.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.