Vista Cima Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Vista Cima Wealth Management’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	$1.63M	Sell	32,298 -5,773	-15%	-$292K	1.62%	20
2025 Q4	$1.93M	Buy	38,071 +1,117	+3%	+$56.6K	1.61%	19
2025 Q3	$1.88M	Buy	36,954 +1,400	+4%	+$70.9K	1.56%	17
2025 Q2	$1.8M	Sell	35,554 -459	-1%	-$23.2K	1.69%	18
2025 Q1	$1.83M	Buy	36,013 +3,789	+12%	+$192K	1.97%	17
2024 Q4	$1.63M	Buy	+32,224	New	+$1.63M	1.69%	19

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

Vista Cima Wealth Management's ICSH Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 15% in Q1 2026, selling an estimated $292K and leaving 32,298 shares worth $1.63M. The position accounts for 1.62% of the portfolio, ranked #20.

Vista Cima Wealth Management first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.93M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Vista Cima Wealth Management held 32,298 shares of iShares Ultra Short Duration Bond Active ETF worth $1.63M as of Q1 2026.
Vista Cima Wealth Management sold 5,773 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $292K.
iShares Ultra Short Duration Bond Active ETF made up 1.62% of Vista Cima Wealth Management's portfolio in Q1 2026, its #20 holding.
Vista Cima Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.93M in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.