PSI
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Planning Strategies Inc.’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Planning Strategies Inc.’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 		$57K Buy
+1,127
New +$56.9K 0.04% 147

Other funds holding ICSH

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WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Planning Strategies Inc.'s ICSH Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 1,127 shares worth $57K. The stake represents 0.04% of the portfolio and ranks #147 among its holdings.

218 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Planning Strategies Inc. held 1,127 shares of iShares Ultra Short Duration Bond Active ETF worth $57K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.04% of Planning Strategies Inc.'s portfolio in Q2 2026, its #147 holding.
  • 218 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.