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WESCAP Management Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

WESCAP Management Group’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 		$829K Buy
16,380
+315
+2% +$15.9K 0.16% 73
2025
Q4 		$813K Buy
16,065
+395
+3% +$20K 0.16% 71
2025
Q3 		$795K Hold
15,670
– – 0.17% 70
2025
Q2 		$795K Sell
15,670
-397
-2% -$20.1K 0.18% 70
2025
Q1 		$815K Sell
16,067
-40
-0.2% -$2.02K 0.2% 66
2024
Q4 		$812K Sell
16,107
-298
-2% -$15.1K 0.2% 66
2024
Q3 		$832K Sell
16,405
-2,944
-15% -$149K 0.21% 63
2024
Q2 		$978K Buy
19,349
+1,881
+11% +$94.9K 0.28% 59
2024
Q1 		$883K Sell
17,468
-794
-4% -$40.1K 0.26% 60
2023
Q4 		$920K Buy
18,262
+795
+5% +$40K 0.3% 56
2023
Q3 		$880K Buy
17,467
+1,352
+8% +$67.9K 0.31% 55
2023
Q2 		$811K Sell
16,115
-499
-3% -$25.1K 0.28% 57
2023
Q1 		$835K Buy
16,614
+2,992
+22% +$150K 0.29% 57
2022
Q4 		$682K Sell
13,622
-4,973
-27% -$249K 0.24% 59
2022
Q3 		$929K Hold
18,595
– – 0.35% 54
2022
Q2 		$930K Sell
18,595
-1,494
-7% -$74.8K 0.32% 53
2022
Q1 		$1.01M Buy
+20,089
New +$1.01M 0.28% 58

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

WESCAP Management Group's ICSH Position: Q1 2026 in Review

WESCAP Management Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2% in Q1 2026, buying an estimated $15.9K and bringing the position to 16,380 shares worth $829K. The position accounts for 0.16% of the portfolio, ranked #73.

WESCAP Management Group first reported a position in ICSH in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.01M in Q1 2022. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • WESCAP Management Group held 16,380 shares of iShares Ultra Short Duration Bond Active ETF worth $829K as of Q1 2026.
  • WESCAP Management Group bought 315 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $15.9K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.16% of WESCAP Management Group's portfolio in Q1 2026, its #73 holding.
  • WESCAP Management Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2022 and has held it in 17 quarters since.
  • WESCAP Management Group's iShares Ultra Short Duration Bond Active ETF position peaked at $1.01M in Q1 2022.
  • 522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on WESCAP Management Group's 13F filing for Q1 2026, filed 12 May 2026.