True Link Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

True Link Financial Advisors’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	–	Sell	-40,969	Closed	-$2.07M	–	423
2025 Q4	$2.07M	Hold	40,969	–	–	0.13%	27
2025 Q3	$2.08M	Hold	40,969	–	–	0.13%	26
2025 Q2	$2.08M	Hold	40,969	–	–	0.14%	29
2025 Q1	$2.08M	Hold	40,969	–	–	0.16%	26
2024 Q4	$2.07M	Hold	40,969	–	–	0.17%	16
2024 Q3	$2.08M	Hold	40,969	–	–	0.18%	17
2024 Q2	$2.07M	Hold	40,969	–	–	0.19%	17
2024 Q1	$2.07M	Buy	+40,969	New	+$2.07M	0.2%	20
2021 Q2	–	Sell	-3,717	Closed	-$188K	–	729
2021 Q1	$188K	Hold	3,717	–	–	0.03%	258
2020 Q4	$188K	Buy	+3,717	New	+$188K	0.03%	274

Other funds holding ICSH

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

True Link Financial Advisors's ICSH Position: Q1 2026 in Review

True Link Financial Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 40,969 shares — an estimated $2.07M sold.

True Link Financial Advisors first reported a position in ICSH in Q4 2020 and held it in 10 quarters. The position peaked at $2.08M in Q3 2025. 526 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

True Link Financial Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
True Link Financial Advisors sold 40,969 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $2.07M.
True Link Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and held it in 10 quarters.
True Link Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.08M in Q3 2025.
526 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.