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 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

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

Vise Technologies's ICSH Position: Q1 2026 in Review

Vise Technologies held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 31,119 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #438.

Vise Technologies first reported a position in ICSH in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.03M in Q2 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Vise Technologies held 31,119 shares of iShares Ultra Short Duration Bond Active ETF worth $1.57M as of Q1 2026.
Vise Technologies left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Vise Technologies's portfolio in Q1 2026, its #438 holding.
Vise Technologies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 9 quarters since.
Vise Technologies's iShares Ultra Short Duration Bond Active ETF position peaked at $2.03M in Q2 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.