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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
Q2 		– Sell
-4,476
Closed -$227K – 491
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

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

WealthShield Partners's ICSH Position: Q2 2026 in Review

WealthShield Partners sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 4,476 shares — an estimated $227K sold.

WealthShield Partners first reported a position in ICSH in Q2 2020 and held it in 18 quarters. The position peaked at $1.76M in Q1 2024. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • WealthShield Partners reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,476 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $227K.
  • WealthShield Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and held it in 18 quarters.
  • WealthShield Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $1.76M in Q1 2024.
  • 557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.