Vise Technologies’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Vise Technologies’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	$2.1M	Buy	41,483 +10,364	+33%	+$524K	0.02%	521
2026 Q1	$1.57M	Hold	31,119	–	–	0.03%	438
2025 Q4	$1.57M	Buy	31,119 +4,575	+17%	+$232K	0.03%	439
2025 Q3	$1.35M	Sell	26,544 -13,570	-34%	-$687K	0.05%	351
2025 Q2	$2.03M	Buy	+40,114	New	+$2.03M	0.08%	254
2024 Q4	$292K	Sell	5,789 -423	-7%	-$21.4K	0.02%	605
2024 Q3	$315K	Sell	6,212 -3,465	-36%	-$175K	0.04%	430
2024 Q2	$489K	Buy	9,677 +3,288	+51%	+$166K	0.09%	229
2024 Q1	$323K	Buy	6,389 +2,384	+60%	+$120K	0.06%	277
2023 Q4	$202K	Buy	+4,005	New	+$202K	0.04%	341

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 20.4% 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

Vise Technologies's ICSH Position: Q2 2026 in Review

Vise Technologies increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 33% in Q2 2026, buying an estimated $524K and bringing the position to 41,483 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #521.

Vise Technologies first reported a position in ICSH in Q4 2023 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Vise Technologies held 41,483 shares of iShares Ultra Short Duration Bond Active ETF worth $2.1M as of Q2 2026.
Vise Technologies bought 10,364 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $524K.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #521 holding.
Vise Technologies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 10 quarters since.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.