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

Advocacy Wealth Management Services’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	$4.66M	Sell	92,129 -6,545	-7%	-$331K	0.17%	68
2026 Q1	$4.99M	Buy	98,674 +5,336	+6%	+$270K	0.22%	62
2025 Q4	$4.72M	Sell	93,338 -4,023	-4%	-$204K	0.2%	69
2025 Q3	$4.94M	Sell	97,361 -12,671	-12%	-$642K	0.21%	68
2025 Q2	$5.58M	Buy	110,032 +7,977	+8%	+$403K	0.34%	38
2025 Q1	$5.17M	Buy	102,055 +10,570	+12%	+$534K	0.35%	35
2024 Q4	$4.61M	Sell	91,485 -7,703	-8%	-$389K	0.35%	30
2024 Q3	$5.03M	Sell	99,188 -19,247	-16%	-$974K	0.4%	25
2024 Q2	$5.98M	Sell	118,435 -14,519	-11%	-$732K	0.49%	23
2024 Q1	$6.72M	Sell	132,954 -19,482	-13%	-$983K	0.58%	24
2023 Q4	$7.68M	Buy	152,436 +21,098	+16%	+$1.06M	0.73%	29
2023 Q3	$6.62M	Buy	131,338 +31,239	+31%	+$1.57M	0.74%	17
2023 Q2	$5.03M	Buy	100,099 +14,871	+17%	+$747K	0.58%	16
2023 Q1	$4.28M	Buy	85,228 +16,093	+23%	+$807K	0.52%	16
2022 Q4	$3.46M	Buy	69,135 +8,990	+15%	+$449K	0.46%	19
2022 Q3	$3M	Buy	60,145 +3,627	+6%	+$181K	0.44%	18
2022 Q2	$2.83M	Sell	56,518 -1,108	-2%	-$55.5K	0.45%	17
2022 Q1	$2.89M	Sell	57,626 -16,886	-23%	-$849K	0.5%	18
2021 Q4	$3.75M	Sell	74,512 -3,757	-5%	-$189K	0.63%	19
2021 Q3	$3.95M	Buy	78,269 +794	+1%	+$40.1K	0.71%	19
2021 Q2	$3.91M	Sell	77,475 -33,368	-30%	-$1.69M	0.72%	20
2021 Q1	$5.6M	Sell	110,843 -12,832	-10%	-$648K	1.12%	17
2020 Q4	$6.25M	Sell	123,675 -4,392	-3%	-$222K	0.93%	17
2020 Q3	$6.47M	Buy	128,067 +63,542	+98%	+$3.21M	1.04%	16
2020 Q2	$3.26M	Buy	64,525 +23,389	+57%	+$1.18M	0.66%	19
2020 Q1	$2.05M	Sell	41,136 -22,020	-35%	-$1.11M	0.45%	19
2019 Q4	$3.18M	Buy	+63,156	New	+$3.18M	0.91%	18

Other funds holding ICSH

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Advocacy Wealth Management Services's ICSH Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.6% in Q2 2026, selling an estimated $331K and leaving 92,129 shares worth $4.66M. The position accounts for 0.17% of the portfolio, ranked #68.

Advocacy Wealth Management Services first reported a position in ICSH in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.68M in Q4 2023. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Advocacy Wealth Management Services held 92,129 shares of iShares Ultra Short Duration Bond Active ETF worth $4.66M as of Q2 2026.
Advocacy Wealth Management Services sold 6,545 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $331K.
iShares Ultra Short Duration Bond Active ETF made up 0.17% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #68 holding.
Advocacy Wealth Management Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and has held it in 27 quarters since.
Advocacy Wealth Management Services's iShares Ultra Short Duration Bond Active ETF position peaked at $7.68M in Q4 2023.
266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.