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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
Q3 		$76.9K Hold
1,525
– – ﹤0.01% 230
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Atwood & Palmer's ICSH Position: Q3 2026 in Review

Atwood & Palmer held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q3 2026 at 1,525 shares worth $76.9K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Atwood & Palmer first reported a position in ICSH in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.93M in Q2 2023. 36 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Atwood & Palmer held 1,525 shares of iShares Ultra Short Duration Bond Active ETF worth $76.9K as of Q3 2026.
  • Atwood & Palmer left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #230 holding.
  • Atwood & Palmer first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2022 and has held it in 17 quarters since.
  • Atwood & Palmer's iShares Ultra Short Duration Bond Active ETF position peaked at $2.93M in Q2 2023.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.