BAM Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

BAM Wealth Management’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	$1.46M	Buy	28,933 +10,410	+56%	+$525K	0.79%	28
2026 Q2	$937K	Buy	18,523 +989	+6%	+$50K	0.59%	40
2026 Q1	$888K	Buy	17,534 +9,633	+122%	+$488K	0.66%	37
2025 Q4	$400K	Buy	7,901 +2,883	+57%	+$146K	0.29%	84
2025 Q3	$255K	Buy	+5,018	New	+$254K	0.2%	123

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

BAM Wealth Management's ICSH Position: Q3 2026 in Review

BAM Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 56% in Q3 2026, buying an estimated $525K and bringing the position to 28,933 shares worth $1.46M. The position accounts for 0.79% of the portfolio, ranked #28.

BAM Wealth Management first reported a position in ICSH in Q3 2025 and has held it in 5 quarters since. 398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

BAM Wealth Management held 28,933 shares of iShares Ultra Short Duration Bond Active ETF worth $1.46M as of Q3 2026.
BAM Wealth Management bought 10,410 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $525K.
iShares Ultra Short Duration Bond Active ETF made up 0.79% of BAM Wealth Management's portfolio in Q3 2026, its #28 holding.
BAM Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.