WA
ICSH icon

Wealth Architects’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Wealth Architects’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 		$5.76M Buy
113,799
+6,943
+6% +$351K 0.45% 41
2026
Q1 		$5.41M Buy
106,856
+9,479
+10% +$480K 0.48% 40
2025
Q4 		$4.93M Buy
97,377
+4,450
+5% +$225K 0.44% 41
2025
Q3 		$4.72M Buy
92,927
+3,432
+4% +$174K 0.45% 40
2025
Q2 		$4.54M Buy
89,495
+38,566
+76% +$1.95M 0.46% 38
2025
Q1 		$2.58M Buy
50,929
+7,633
+18% +$386K 0.28% 50
2024
Q4 		$2.18M Buy
43,296
+2,516
+6% +$127K 0.25% 56
2024
Q3 		$2.07M Buy
40,780
+1,803
+5% +$91.2K 0.23% 55
2024
Q2 		$1.97M Sell
38,977
-102
-0.3% -$5.14K 0.24% 54
2024
Q1 		$1.98M Buy
39,079
+21,007
+116% +$1.06M 0.26% 50
2023
Q4 		$910K Buy
18,072
+2,155
+14% +$108K 0.13% 77
2023
Q3 		$802K Buy
15,917
+881
+6% +$44.3K 0.14% 74
2023
Q2 		$756K Sell
15,036
-843
-5% -$42.3K 0.12% 77
2023
Q1 		$798K Buy
15,879
+1,600
+11% +$80.3K 0.14% 72
2022
Q4 		$715K Sell
14,279
-618
-4% -$30.9K 0.14% 72
2022
Q3 		$745K Sell
14,897
-74
-0.5% -$3.7K 0.16% 65
2022
Q2 		$749K Buy
14,971
+3,990
+36% +$200K 0.15% 64
2022
Q1 		$551K Buy
10,981
+183
+2% +$9.2K 0.09% 103
2021
Q4 		$544K Buy
10,798
+4,752
+79% +$240K 0.1% 100
2021
Q3 		$305K Buy
6,046
+255
+4% +$12.9K 0.06% 138
2021
Q2 		$293K Buy
5,791
+901
+18% +$45.5K 0.06% 133
2021
Q1 		$247K Buy
4,890
+456
+10% +$23K 0.05% 139
2020
Q4 		$224K Buy
+4,434
New +$224K 0.05% 142

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

Wealth Architects's ICSH Position: Q2 2026 in Review

Wealth Architects increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.5% in Q2 2026, buying an estimated $351K and bringing the position to 113,799 shares worth $5.76M. The position accounts for 0.45% of the portfolio, ranked #41.

Wealth Architects first reported a position in ICSH in Q4 2020 and has held it in 23 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Wealth Architects held 113,799 shares of iShares Ultra Short Duration Bond Active ETF worth $5.76M as of Q2 2026.
  • Wealth Architects bought 6,943 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $351K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.45% of Wealth Architects's portfolio in Q2 2026, its #41 holding.
  • Wealth Architects first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 23 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.