VFP
ICSH icon

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

Vilga Financial Planning’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 		$4.43M Buy
87,598
+8,684
+11% +$439K 3.36% 7
2026
Q1 		$3.99M Buy
78,914
+23,694
+43% +$1.2M 3.57% 6
2025
Q4 		$2.79M Buy
+55,220
New +$2.8M 2.68% 10

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vilga Financial Planning's ICSH Position: Q2 2026 in Review

Vilga Financial Planning increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 11% in Q2 2026, buying an estimated $439K and bringing the position to 87,598 shares worth $4.43M. The position accounts for 3.36% of the portfolio, ranked #7.

Vilga Financial Planning first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Vilga Financial Planning held 87,598 shares of iShares Ultra Short Duration Bond Active ETF worth $4.43M as of Q2 2026.
  • Vilga Financial Planning bought 8,684 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $439K.
  • iShares Ultra Short Duration Bond Active ETF made up 3.36% of Vilga Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Vilga Financial Planning first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 550 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.