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Kroeger Financial Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Kroeger Financial Partners’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 		$3.22M Buy
+63,606
New +$3.21M 3.11% 11

Other funds holding ICSH

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

Kroeger Financial Partners's ICSH Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 63,606 shares worth $3.22M. The stake represents 3.11% of the portfolio and ranks #11 among its holdings.

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

  • Kroeger Financial Partners held 63,606 shares of iShares Ultra Short Duration Bond Active ETF worth $3.22M as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Kroeger Financial Partners position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 3.11% of Kroeger Financial Partners's portfolio in Q2 2026, its #11 holding.
  • 218 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.