Turning Point Benefit Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Turning Point Benefit 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	$247K	Buy	4,884 +2,737	+127%	+$139K	0.16%	85
2025 Q4	$109K	Sell	2,147 -272	-11%	-$13.8K	0.06%	121
2025 Q3	$122K	Sell	2,419 -2,275	-48%	-$115K	0.07%	110
2025 Q2	$238K	Sell	4,694 -1,651	-26%	-$83.5K	0.18%	73
2025 Q1	$321K	Sell	6,345 -4,798	-43%	-$243K	0.3%	55
2024 Q4	$562K	Buy	+11,143	New	+$563K	0.53%	26

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

Turning Point Benefit Group's ICSH Position: Q1 2026 in Review

Turning Point Benefit Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 127% in Q1 2026, buying an estimated $139K and bringing the position to 4,884 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #85.

Turning Point Benefit Group first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $562K in Q4 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Turning Point Benefit Group held 4,884 shares of iShares Ultra Short Duration Bond Active ETF worth $247K as of Q1 2026.
Turning Point Benefit Group bought 2,737 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $139K.
iShares Ultra Short Duration Bond Active ETF made up 0.16% of Turning Point Benefit Group's portfolio in Q1 2026, its #85 holding.
Turning Point Benefit Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's iShares Ultra Short Duration Bond Active ETF position peaked at $562K in Q4 2024.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.