Accurate Wealth Management
ICSH icon

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

Accurate 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 		– Sell
-5,300
Closed -$267K – 615
2026
Q2 		$267K Sell
5,300
-369
-7% -$18.6K 0.03% 485
2026
Q1 		$286K Sell
5,669
-588
-9% -$29.8K 0.03% 433
2025
Q4 		$317K Sell
6,257
-160
-2% -$8.1K 0.04% 395
2025
Q3 		$325K Buy
6,417
+64
+1% +$3.24K 0.04% 373
2025
Q2 		$321K Sell
6,353
-118
-2% -$5.97K 0.05% 342
2025
Q1 		$327K Sell
6,471
-203
-3% -$10.3K 0.06% 265
2024
Q4 		$337K Sell
6,674
-54
-0.8% -$2.73K 0.06% 280
2024
Q3 		$340K Sell
6,728
-322
-5% -$16.3K 0.07% 270
2024
Q2 		$356K Sell
7,050
-125
-2% -$6.3K 0.09% 213
2024
Q1 		$362K Sell
7,175
-490
-6% -$24.7K 0.11% 187
2023
Q4 		$387K Sell
7,665
-2,426
-24% -$122K 0.12% 170
2023
Q3 		$507K Buy
10,091
+1,446
+17% +$72.7K 0.16% 136
2023
Q2 		$434K Sell
8,645
-1,946
-18% -$97.7K 0.14% 152
2023
Q1 		$531K Buy
+10,591
New +$531K 0.18% 127

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
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
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Macro Advisors
Macro Advisors York, Pennsylvania $325M AUM
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

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

Accurate Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026, closing a stake of 5,300 shares — an estimated $267K sold.

Accurate Wealth Management first reported a position in ICSH in Q1 2023 and held it in 14 quarters. The position peaked at $531K in Q1 2023. 370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Accurate Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 5,300 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $267K.
  • Accurate Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 14 quarters.
  • Accurate Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $531K in Q1 2023.
  • 370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.