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Atwood & Palmer’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Atwood & Palmer’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 		$77.1K Hold
1,525
– – ﹤0.01% 217
2026
Q1 		$77.2K Hold
1,525
– – ﹤0.01% 215
2025
Q4 		$77.1K Hold
1,525
– – ﹤0.01% 205
2025
Q3 		$77.4K Hold
1,525
– – ﹤0.01% 212
2025
Q2 		$77.3K Sell
1,525
-4,252
-74% -$215K ﹤0.01% 212
2025
Q1 		$293K Sell
5,777
-8,000
-58% -$405K 0.02% 126
2024
Q4 		$695K Sell
13,777
-500
-4% -$25.3K 0.05% 98
2024
Q3 		$724K Sell
14,277
-150
-1% -$7.59K 0.05% 96
2024
Q2 		$729K Sell
14,427
-275
-2% -$13.9K 0.06% 91
2024
Q1 		$743K Sell
14,702
-725
-5% -$36.6K 0.06% 92
2023
Q4 		$777K Sell
15,427
-2,000
-11% -$101K 0.06% 87
2023
Q3 		$878K Sell
17,427
-40,770
-70% -$2.05M 0.08% 83
2023
Q2 		$2.93M Buy
58,197
+800
+1% +$40.2K 0.26% 63
2023
Q1 		$2.88M Buy
57,397
+1,700
+3% +$85.3K 0.27% 63
2022
Q4 		$2.79M Buy
55,697
+8,725
+19% +$436K 0.25% 68
2022
Q3 		$2.35M Buy
+46,972
New +$2.35M 0.23% 66

Other funds holding ICSH

Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Atwood & Palmer's ICSH Position: Q2 2026 in Review

Atwood & Palmer held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 1,525 shares worth $77.1K. The position accounts for ﹤0.01% of the portfolio, ranked #217.

Atwood & Palmer first reported a position in ICSH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.93M in Q2 2023. 294 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Atwood & Palmer held 1,525 shares of iShares Ultra Short Duration Bond Active ETF worth $77.1K as of Q2 2026.
  • Atwood & Palmer 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 Atwood & Palmer's portfolio in Q2 2026, its #217 holding.
  • Atwood & Palmer first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2022 and has held it in 16 quarters since.
  • Atwood & Palmer's iShares Ultra Short Duration Bond Active ETF position peaked at $2.93M in Q2 2023.
  • 294 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.