Vertex Planning Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Vertex Planning Partners’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	–	Sell	-4,542	Closed	-$230K	–	161
2026 Q1	$230K	Sell	4,542 -46,296	-91%	-$2.34M	0.04%	123
2025 Q4	$2.57M	Buy	50,838 +1,648	+3%	+$83.5K	0.6%	35
2025 Q3	$2.5M	Buy	49,190 +2,557	+5%	+$129K	0.48%	41
2025 Q2	$2.36M	Buy	46,633 +2,065	+5%	+$104K	0.49%	41
2025 Q1	$2.26M	Buy	+44,568	New	+$2.25M	0.49%	38

Other funds holding ICSH

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

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

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

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 Singapore $37.3B AUM 12.6% 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

Vertex Planning Partners's ICSH Position: Q2 2026 in Review

Vertex Planning Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 4,542 shares — an estimated $230K sold.

Vertex Planning Partners first reported a position in ICSH in Q1 2025 and held it in 5 quarters. The position peaked at $2.57M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Vertex Planning Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Vertex Planning Partners sold 4,542 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $230K.
Vertex Planning Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and held it in 5 quarters.
Vertex Planning Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $2.57M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.