Atwater Malick
ICSH icon

Atwater Malick’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Atwater Malick’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
Q3 		$3.44M Buy
68,181
+35,145
+106% +$1.77M 0.76% 25
2026
Q2 		$1.67M Buy
33,036
+22,269
+207% +$1.13M 0.36% 43
2026
Q1 		$545K Buy
+10,767
New +$545K 0.15% 60

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Atwater Malick's ICSH Position: Q3 2026 in Review

Atwater Malick increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 106% in Q3 2026, buying an estimated $1.77M and bringing the position to 68,181 shares worth $3.44M. The position accounts for 0.76% of the portfolio, ranked #25.

Atwater Malick first reported a position in ICSH in Q1 2026 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Atwater Malick held 68,181 shares of iShares Ultra Short Duration Bond Active ETF worth $3.44M as of Q3 2026.
  • Atwater Malick bought 35,145 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $1.77M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.76% of Atwater Malick's portfolio in Q3 2026, its #25 holding.
  • Atwater Malick first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.