AF
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Advisornet Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Advisornet Financial’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 		$134K Hold
2,643
– – 0.01% 767
2026
Q1 		$134K Hold
2,643
– – 0.01% 722
2025
Q4 		$134K Hold
2,643
– – 0.01% 721
2025
Q3 		$134K Buy
2,643
+600
+29% +$30.4K 0.01% 703
2025
Q2 		$104K Buy
2,043
+593
+41% +$30K 0.01% 756
2025
Q1 		$73.5K Buy
1,450
+450
+45% +$22.8K 0.01% 814
2024
Q4 		$50.4K Sell
1,000
-5,380
-84% -$272K ﹤0.01% 882
2024
Q3 		$324K Sell
6,380
-198
-3% -$10K 0.02% 424
2024
Q2 		$332K Sell
6,578
-1,010
-13% -$50.9K 0.03% 378
2024
Q1 		$384K Sell
7,588
-6,148
-45% -$310K 0.04% 342
2023
Q4 		$692K Sell
13,736
-1,671
-11% -$84.1K 0.06% 268
2023
Q3 		$776K Sell
15,407
-774
-5% -$38.9K 0.07% 236
2023
Q2 		$814K Sell
16,181
-4,647
-22% -$233K 0.07% 237
2023
Q1 		$1.05M Buy
20,828
+2,840
+16% +$142K 0.1% 205
2022
Q4 		$900K Sell
17,988
-361
-2% -$18K 0.09% 218
2022
Q3 		$918K Buy
18,349
+650
+4% +$32.5K 0.09% 219
2022
Q2 		$886K Buy
17,699
+2,084
+13% +$104K 0.09% 230
2022
Q1 		$783K Buy
15,615
+1,006
+7% +$50.6K 0.05% 295
2021
Q4 		$736K Sell
14,609
-6,886
-32% -$347K 0.05% 321
2021
Q3 		$1.09M Buy
21,495
+868
+4% +$43.8K 0.08% 223
2021
Q2 		$1.04M Sell
20,627
-16,177
-44% -$817K 0.07% 246
2021
Q1 		$1.86M Sell
36,804
-4,572
-11% -$231K 0.13% 162
2020
Q4 		$2.09M Buy
41,376
+5,260
+15% +$266K 0.17% 133
2020
Q3 		$1.83M Buy
36,116
+33,751
+1,427% +$1.71M 0.16% 139
2020
Q2 		$120K Buy
2,365
+59
+3% +$2.97K 0.01% 621
2020
Q1 		$115K Buy
+2,306
New +$116K 0.01% 580

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisornet Financial's ICSH Position: Q2 2026 in Review

Advisornet Financial held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 2,643 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #767.

Advisornet Financial first reported a position in ICSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.09M in Q4 2020. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Advisornet Financial held 2,643 shares of iShares Ultra Short Duration Bond Active ETF worth $134K as of Q2 2026.
  • Advisornet Financial left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #767 holding.
  • Advisornet Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 26 quarters since.
  • Advisornet Financial's iShares Ultra Short Duration Bond Active ETF position peaked at $2.09M in Q4 2020.
  • 558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.