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

United Financial Planning 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
2025
Q4 		– Sell
-90
Closed -$6.13K – 495
2025
Q3 		$6.13K Buy
+90
New +$4.56K ﹤0.01% 174

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

United Financial Planning Group's ICSH Position: Q4 2025 in Review

United Financial Planning Group sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 90 shares — an estimated $6.13K sold.

United Financial Planning Group first reported a position in ICSH in Q3 2025 and held it in 1 quarter. The position peaked at $6.13K in Q3 2025. 497 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

  • United Financial Planning Group reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • United Financial Planning Group sold 90 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $6.13K.
  • United Financial Planning Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and held it in 1 quarter.
  • United Financial Planning Group's iShares Ultra Short Duration Bond Active ETF position peaked at $6.13K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on United Financial Planning Group's 13F filing for Q4 2025, filed 11 Feb 2026.