Beacon Financial Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Beacon Financial Advisory’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	$1.67M	Buy	+33,100	New	+$1.67M	0.32%	68

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

Beacon Financial Advisory's ICSH Position: Q3 2026 in Review

Beacon Financial Advisory opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 33,100 shares worth $1.67M. The stake represents 0.32% of the portfolio and ranks #68 among its holdings.

398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Beacon Financial Advisory held 33,100 shares of iShares Ultra Short Duration Bond Active ETF worth $1.67M as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Beacon Financial Advisory position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.32% of Beacon Financial Advisory's portfolio in Q3 2026, its #68 holding.
398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.