Advocate Investing Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Advocate Investing 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	$1.64M	Buy	32,412 +4,185	+15%	+$211K	1.26%	19
2026 Q1	$1.43M	Sell	28,227 -7,100	-20%	-$359K	1.21%	16
2025 Q4	$1.79M	Buy	+35,327	New	+$1.79M	1.6%	13

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advocate Investing Services's ICSH Position: Q2 2026 in Review

Advocate Investing Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 15% in Q2 2026, buying an estimated $211K and bringing the position to 32,412 shares worth $1.64M. The position accounts for 1.26% of the portfolio, ranked #19.

Advocate Investing Services first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Advocate Investing Services held 32,412 shares of iShares Ultra Short Duration Bond Active ETF worth $1.64M as of Q2 2026.
Advocate Investing Services bought 4,185 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $211K.
iShares Ultra Short Duration Bond Active ETF made up 1.26% of Advocate Investing Services's portfolio in Q2 2026, its #19 holding.
Advocate Investing Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
Advocate Investing Services's iShares Ultra Short Duration Bond Active ETF position peaked at $1.79M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.