AWM
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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
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

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

Accurate Wealth Management's ICSH Position: Q2 2026 in Review

Accurate Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.5% in Q2 2026, selling an estimated $18.6K and leaving 5,300 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #485.

Accurate Wealth Management first reported a position in ICSH in Q1 2023 and has held it in 14 quarters since. The position peaked at $531K in Q1 2023. 220 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Accurate Wealth Management held 5,300 shares of iShares Ultra Short Duration Bond Active ETF worth $267K as of Q2 2026.
  • Accurate Wealth Management sold 369 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #485 holding.
  • Accurate Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 14 quarters since.
  • Accurate Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $531K in Q1 2023.
  • 220 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.