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

Wealthspan 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	$518K	Sell	10,236 -2	-0%	-$101	0.18%	76
2025 Q4	$518K	Sell	10,238 -301	-3%	-$15.2K	0.19%	77
2025 Q3	$535K	Buy	10,539 +4,945	+88%	+$250K	0.2%	73
2025 Q2	$284K	Buy	+5,594	New	+$283K	0.12%	96

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

Wealthspan Partners's ICSH Position: Q1 2026 in Review

Wealthspan Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.02% in Q1 2026, selling an estimated $101 and leaving 10,236 shares worth $518K. The position accounts for 0.18% of the portfolio, ranked #76.

Wealthspan Partners first reported a position in ICSH in Q2 2025 and has held it in 4 quarters since. The position peaked at $535K in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Wealthspan Partners held 10,236 shares of iShares Ultra Short Duration Bond Active ETF worth $518K as of Q1 2026.
Wealthspan Partners sold 2 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $101.
iShares Ultra Short Duration Bond Active ETF made up 0.18% of Wealthspan Partners's portfolio in Q1 2026, its #76 holding.
Wealthspan Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 4 quarters since.
Wealthspan Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $535K in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.