WP
ICSH icon

WealthShield Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

WealthShield Partners’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 		$227K Sell
4,476
-14,712
-77% -$745K 0.03% 327
2025
Q4 		$971K Sell
19,188
-6,137
-24% -$311K 0.11% 183
2025
Q3 		$1.29M Sell
25,325
-1,679
-6% -$85K 0.15% 152
2025
Q2 		$1.37M Sell
27,004
-629
-2% -$31.8K 0.17% 147
2025
Q1 		$1.4M Sell
27,633
-422
-2% -$21.3K 0.18% 132
2024
Q4 		$1.41M Sell
28,055
-362
-1% -$18.3K 0.2% 120
2024
Q3 		$1.44M Buy
28,417
+6,865
+32% +$347K 0.2% 125
2024
Q2 		$1.09M Sell
21,552
-13,318
-38% -$672K 0.17% 140
2024
Q1 		$1.76M Buy
34,870
+8,904
+34% +$449K 0.29% 101
2023
Q4 		$1.31M Buy
25,966
+18,812
+263% +$946K 0.22% 118
2023
Q3 		$360K Buy
7,154
+326
+5% +$16.4K 0.05% 231
2023
Q2 		$343K Buy
6,828
+2,458
+56% +$123K 0.05% 238
2023
Q1 		$220K Sell
4,370
-130
-3% -$6.52K 0.04% 283
2022
Q4 		$225K Sell
4,500
-2,508
-36% -$125K 0.04% 272
2022
Q3 		$350K Sell
7,008
-48
-0.7% -$2.4K 0.07% 233
2022
Q2 		$353K Sell
7,056
-1,373
-16% -$68.8K 0.07% 234
2022
Q1 		$423K Buy
+8,429
New +$424K 0.07% 250
2020
Q3 		– Sell
-10,000
Closed -$506K – 393
2020
Q2 		$506K Buy
+10,000
New +$504K 0.23% 101

Other funds holding ICSH

UBS Group
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Temasek Holdings
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
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 $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WealthShield Partners's ICSH Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 77% in Q1 2026, selling an estimated $745K and leaving 4,476 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #327.

WealthShield Partners first reported a position in ICSH in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.76M in Q1 2024. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • WealthShield Partners held 4,476 shares of iShares Ultra Short Duration Bond Active ETF worth $227K as of Q1 2026.
  • WealthShield Partners sold 14,712 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $745K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #327 holding.
  • WealthShield Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and has held it in 18 quarters since.
  • WealthShield Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $1.76M in Q1 2024.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.