Avantax Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Avantax Advisory 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
2025 Q2	$2.15M	Buy	42,370 +2,151	+5%	+$109K	0.01%	766
2025 Q1	$2.04M	Buy	40,219 +539	+1%	+$27.3K	0.01%	729
2024 Q4	$2M	Buy	39,680 +10,029	+34%	+$507K	0.01%	709
2024 Q3	$1.5M	Buy	29,651 +2,517	+9%	+$127K	0.01%	818
2024 Q2	$1.37M	Buy	27,134 +4,840	+22%	+$244K	0.01%	815
2024 Q1	$1.13M	Buy	22,294 +12,194	+121%	+$615K	0.01%	705
2023 Q4	$509K	Sell	10,100 -1,605	-14%	-$80.8K	0.01%	972
2023 Q3	$590K	Sell	11,705 -4,600	-28%	-$231K	0.01%	876
2023 Q2	$820K	Sell	16,305 -5,231	-24%	-$263K	0.01%	752
2023 Q1	$1.08M	Buy	21,536 +1,244	+6%	+$62.4K	0.01%	644
2022 Q4	$1.02M	Buy	20,292 +748	+4%	+$37.4K	0.01%	632
2022 Q3	$977K	Buy	19,544 +497	+3%	+$24.9K	0.02%	564
2022 Q2	$953K	Buy	+19,047	New	+$954K	0.01%	557
2021 Q4	–	Sell	-22,177	Closed	-$1.12M	–	1262
2021 Q3	$1.12M	Buy	+22,177	New	+$1.12M	0.02%	456
2020 Q4	–	Sell	-25,011	Closed	-$1.26M	–	1122
2020 Q3	$1.26M	Buy	+25,011	New	+$1.26M	0.02%	476

Other funds holding ICSH

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FDCP

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

DCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Avantax Advisory Services's ICSH Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 5.3% in Q2 2025, buying an estimated $109K and bringing the position to 42,370 shares worth $2.15M. The position accounts for 0.01% of the portfolio, ranked #766.

Avantax Advisory Services first reported a position in ICSH in Q3 2020 and has held it in 15 quarters since. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

Avantax Advisory Services held 42,370 shares of iShares Ultra Short Duration Bond Active ETF worth $2.15M as of Q2 2025.
Avantax Advisory Services bought 2,151 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $109K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #766 holding.
Avantax Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 15 quarters since.
451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.