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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

WAG

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BAM Wealth Management's ICSH Position: Q2 2026 in Review

BAM Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 5.6% in Q2 2026, buying an estimated $50K and bringing the position to 18,523 shares worth $937K. The position accounts for 0.59% of the portfolio, ranked #40.

BAM Wealth Management first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. 339 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

BAM Wealth Management held 18,523 shares of iShares Ultra Short Duration Bond Active ETF worth $937K as of Q2 2026.
BAM Wealth Management bought 989 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $50K.
iShares Ultra Short Duration Bond Active ETF made up 0.59% of BAM Wealth Management's portfolio in Q2 2026, its #40 holding.
BAM Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
339 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.