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 Q2	$1.62M	Sell	32,085 -213	-0.7%	-$10.8K	1.21%	22
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

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

Vista Cima Wealth Management's ICSH Position: Q2 2026 in Review

Vista Cima Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.66% in Q2 2026, selling an estimated $10.8K and leaving 32,085 shares worth $1.62M. The position accounts for 1.21% of the portfolio, ranked #22.

Vista Cima Wealth Management first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.93M in Q4 2025. 556 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Vista Cima Wealth Management held 32,085 shares of iShares Ultra Short Duration Bond Active ETF worth $1.62M as of Q2 2026.
Vista Cima Wealth Management sold 213 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $10.8K.
iShares Ultra Short Duration Bond Active ETF made up 1.21% of Vista Cima Wealth Management's portfolio in Q2 2026, its #22 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 7 quarters since.
Vista Cima Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.93M in Q4 2025.
556 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Vista Cima Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.