White Lighthouse Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

White Lighthouse Investment Management’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	$481K	Buy	9,500 +2,500	+36%	+$126K	0.06%	111
2026 Q1	$354K	Hold	7,000	–	–	0.05%	115
2025 Q4	$354K	Hold	7,000	–	–	0.05%	118
2025 Q3	$355K	Hold	7,000	–	–	0.05%	107
2025 Q2	$355K	Hold	7,000	–	–	0.06%	105
2025 Q1	$355K	Hold	7,000	–	–	0.06%	100
2024 Q4	$353K	Hold	7,000	–	–	0.06%	107
2024 Q3	$355K	Hold	7,000	–	–	0.06%	104
2024 Q2	$354K	Hold	7,000	–	–	0.07%	103
2024 Q1	$354K	Hold	7,000	–	–	0.07%	94
2023 Q4	$353K	Buy	7,000 +500	+8%	+$25.2K	0.08%	94
2023 Q3	$327K	Hold	6,500	–	–	0.08%	94
2023 Q2	$327K	Hold	6,500	–	–	0.08%	96
2023 Q1	$327K	Sell	6,500 -400	-6%	-$20.1K	0.08%	94
2022 Q4	$345K	Buy	6,900 +400	+6%	+$20K	0.09%	90
2022 Q3	$325K	Hold	6,500	–	–	0.09%	89
2022 Q2	$325K	Hold	6,500	–	–	0.09%	89
2022 Q1	$326K	Hold	6,500	–	–	0.08%	90
2021 Q4	$328K	Hold	6,500	–	–	0.08%	93
2021 Q3	$328K	Hold	6,500	–	–	0.09%	89
2021 Q2	$328K	Hold	6,500	–	–	0.09%	92
2021 Q1	$328K	Hold	6,500	–	–	0.1%	88
2020 Q4	$328K	Hold	6,500	–	–	0.1%	89
2020 Q3	$329K	Sell	6,500 -1,995	-23%	-$101K	0.11%	88
2020 Q2	$430K	Sell	8,495 -786	-8%	-$39.6K	0.16%	82
2020 Q1	$464K	Hold	9,281	–	–	0.19%	77
2019 Q4	$467K	Sell	9,281 -1,597	-15%	-$80.4K	0.17%	83
2019 Q3	$548K	Hold	10,878	–	–	0.22%	72
2019 Q2	$548K	Sell	10,878 -785	-7%	-$39.5K	0.23%	75
2019 Q1	$587K	Sell	11,663 -250	-2%	-$12.6K	0.27%	69
2018 Q4	$597K	Sell	11,913 -5,966	-33%	-$299K	0.33%	66
2018 Q3	$897K	Sell	17,879 -172	-1%	-$8.62K	0.46%	52
2018 Q2	$905K	Sell	18,051 -4,300	-19%	-$215K	0.5%	47
2018 Q1	$1.12M	Buy	22,351 +500	+2%	+$25K	0.64%	37
2017 Q4	$1.09M	Buy	+21,851	New	+$1.09M	0.63%	41

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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 Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

White Lighthouse Investment Management's ICSH Position: Q2 2026 in Review

White Lighthouse Investment Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 36% in Q2 2026, buying an estimated $126K and bringing the position to 9,500 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #111.

White Lighthouse Investment Management first reported a position in ICSH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.12M in Q1 2018. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

White Lighthouse Investment Management held 9,500 shares of iShares Ultra Short Duration Bond Active ETF worth $481K as of Q2 2026.
White Lighthouse Investment Management bought 2,500 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $126K.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of White Lighthouse Investment Management's portfolio in Q2 2026, its #111 holding.
White Lighthouse Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2017 and has held it in 35 quarters since.
White Lighthouse Investment Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.12M in Q1 2018.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.