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

Tilson Financial Group’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	$590K	Hold	11,652	–	–	0.18%	52
2025 Q4	$589K	Buy	11,652 +87	+0.8%	+$4.41K	0.18%	56
2025 Q3	$587K	Buy	11,565 +135	+1%	+$6.84K	0.19%	52
2025 Q2	$580K	Buy	11,430 +131	+1%	+$6.62K	0.22%	48
2025 Q1	$573K	Buy	11,299 +40	+0.4%	+$2.02K	0.23%	48
2024 Q4	$568K	Hold	11,259	–	–	0.23%	49
2024 Q3	$571K	Hold	11,259	–	–	0.25%	46
2024 Q2	$569K	Hold	11,259	–	–	0.57%	22
2024 Q1	$569K	Hold	11,259	–	–	0.31%	43
2023 Q4	$567K	Hold	11,259	–	–	0.36%	41
2023 Q3	$567K	Hold	11,259	–	–	0.45%	40
2023 Q2	$566K	Hold	11,259	–	–	0.96%	18
2023 Q1	$566K	Hold	11,259	–	–	0.46%	37
2022 Q4	$563K	Buy	+11,259	New	+$563K	0.48%	38

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

Tilson Financial Group's ICSH Position: Q1 2026 in Review

Tilson Financial Group held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 11,652 shares worth $590K. The position accounts for 0.18% of the portfolio, ranked #52.

Tilson Financial Group first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Tilson Financial Group held 11,652 shares of iShares Ultra Short Duration Bond Active ETF worth $590K as of Q1 2026.
Tilson Financial Group left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.18% of Tilson Financial Group's portfolio in Q1 2026, its #52 holding.
Tilson Financial Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Tilson Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.