Wealthspire Advisors (New York)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-2,369	Closed	-$120K	–	1901
2025 Q3	$120K	Sell	2,369 -2,896	-55%	-$147K	﹤0.01%	960
2025 Q2	$267K	Sell	5,265 -2,897	-35%	-$146K	﹤0.01%	701
2025 Q1	$414K	Sell	8,162 -4,356	-35%	-$220K	﹤0.01%	566
2024 Q4	$631K	Sell	12,518 -689	-5%	-$34.8K	0.01%	457
2024 Q3	$670K	Buy	13,207 +495	+4%	+$25K	0.01%	438
2024 Q2	$642K	Sell	12,712 -4,526	-26%	-$228K	0.01%	380
2024 Q1	$872K	Buy	17,238 +473	+3%	+$23.9K	0.01%	335
2023 Q4	$844K	Sell	16,765 -5,233	-24%	-$263K	0.01%	340
2023 Q3	$1.11M	Sell	21,998 -10,618	-33%	-$534K	0.02%	263
2023 Q2	$1.64M	Buy	+32,616	New	+$1.64M	0.03%	170
2022 Q2	–	Sell	-11,388	Closed	-$571K	–	506
2022 Q1	$571K	Sell	11,388 -6,620	-37%	-$333K	0.01%	257
2021 Q4	$907K	Sell	18,008 -441	-2%	-$22.2K	0.02%	242
2021 Q3	$932K	Buy	18,449 +5,679	+44%	+$287K	0.02%	258
2021 Q2	$645K	Buy	+12,770	New	+$645K	0.02%	202

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealthspire Advisors (New York)'s ICSH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 2,369 shares — an estimated $120K sold.

Wealthspire Advisors (New York) first reported a position in ICSH in Q2 2021 and held it in 14 quarters. The position peaked at $1.64M in Q2 2023. 495 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 2,369 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $120K.
Wealthspire Advisors (New York) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and held it in 14 quarters.
Wealthspire Advisors (New York)'s iShares Ultra Short Duration Bond Active ETF position peaked at $1.64M in Q2 2023.
495 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.