Arkadios Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Arkadios Wealth Advisors’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
2025 Q4	–	Sell	-10,208	Closed	-$518K	–	1614
2025 Q3	$518K	Sell	10,208 -3,721	-27%	-$188K	0.01%	919
2025 Q2	$706K	Buy	+13,929	New	+$704K	0.02%	718
2021 Q4	–	Sell	-675	Closed	-$34K	–	1128
2021 Q3	$34K	Hold	675	–	–	﹤0.01%	1016
2021 Q2	$34K	Sell	675 -150	-18%	-$7.58K	﹤0.01%	1067
2021 Q1	$41K	Hold	825	–	–	0.01%	745
2020 Q4	$41K	Sell	825 -615	-43%	-$31.1K	0.01%	594
2020 Q3	$72.8K	Buy	1,440 +940	+188%	+$47.5K	0.04%	342
2020 Q2	$25.3K	Buy	500 +400	+400%	+$20.1K	0.01%	497
2020 Q1	$5K	Sell	100 -775	-89%	-$38.9K	﹤0.01%	783
2019 Q4	$44.1K	Buy	+875	New	+$44.1K	0.03%	328

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Arkadios Wealth Advisors's ICSH Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 10,208 shares — an estimated $518K sold.

Arkadios Wealth Advisors first reported a position in ICSH in Q4 2019 and held it in 10 quarters. The position peaked at $706K in Q2 2025. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

Arkadios Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 10,208 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $518K.
Arkadios Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and held it in 10 quarters.
Arkadios Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $706K in Q2 2025.
493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.