Able Wealth Management
ICSH icon

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

Able Wealth 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
Q3 		$5.8M Sell
115,286
-13,130
-10% -$663K 1.27% 21
2026
Q2 		$6.5M Sell
128,416
-2,999
-2% -$152K 1.49% 19
2026
Q1 		$6.65M Buy
131,415
+7,742
+6% +$392K 1.78% 17
2025
Q4 		$6.26M Sell
123,673
-19,842
-14% -$1M 1.98% 17
2025
Q3 		$7.28M Buy
143,515
+104,801
+271% +$5.31M 2.74% 13
2025
Q2 		$1.96M Buy
38,714
+16,758
+76% +$847K 0.99% 27
2025
Q1 		$1.11M Buy
21,956
+2,878
+15% +$146K 0.66% 38
2024
Q4 		$962K Buy
+19,078
New +$964K 0.63% 40
2024
Q1 		– Sell
-88
Closed -$4.43K – 304
2023
Q4 		$4.43K Buy
+88
New +$4.43K ﹤0.01% 358

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Able Wealth Management's ICSH Position: Q3 2026 in Review

Able Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 10% in Q3 2026, selling an estimated $663K and leaving 115,286 shares worth $5.8M. The position accounts for 1.27% of the portfolio, ranked #21.

Able Wealth Management first reported a position in ICSH in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.28M in Q3 2025. 194 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Able Wealth Management held 115,286 shares of iShares Ultra Short Duration Bond Active ETF worth $5.8M as of Q3 2026.
  • Able Wealth Management sold 13,130 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $663K.
  • iShares Ultra Short Duration Bond Active ETF made up 1.27% of Able Wealth Management's portfolio in Q3 2026, its #21 holding.
  • Able Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 9 quarters since.
  • Able Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $7.28M in Q3 2025.
  • 194 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.