Winnow Wealth’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Winnow Wealth’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	–	Sell	-3,445	Closed	-$176K	–	331
2025 Q4	$176K	Sell	3,445 -391	-10%	-$19.8K	0.13%	106
2025 Q3	$196K	Buy	+3,836	New	+$194K	0.15%	102
2025 Q2	–	Sell	-3,825	Closed	-$194K	–	405
2025 Q1	$194K	Sell	3,825 -31,430	-89%	-$1.59M	0.18%	94
2024 Q4	$1.78M	Buy	+35,255	New	+$1.78M	1.76%	7

Other funds holding ICSH

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

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

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

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Winnow Wealth's ICSH Position: Q1 2026 in Review

Winnow Wealth sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 3,445 shares — an estimated $176K sold.

Winnow Wealth first reported a position in ICSH in Q4 2024 and held it in 4 quarters. The position peaked at $1.78M in Q4 2024. 526 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Winnow Wealth reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 3,445 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $176K.
Winnow Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 4 quarters.
Winnow Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $1.78M in Q4 2024.
526 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.