Brindle & Bay Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Brindle & Bay Financial Advisors’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	$1.62M	Buy	32,001 +9,013	+39%	+$455K	0.81%	27
2026 Q1	$1.16M	Sell	22,988 -6,362	-22%	-$322K	0.71%	29
2025 Q4	$1.48M	Buy	+29,350	New	+$1.49M	0.99%	24

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brindle & Bay Financial Advisors's ICSH Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 39% in Q2 2026, buying an estimated $455K and bringing the position to 32,001 shares worth $1.62M. The position accounts for 0.81% of the portfolio, ranked #27.

Brindle & Bay Financial Advisors first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Brindle & Bay Financial Advisors held 32,001 shares of iShares Ultra Short Duration Bond Active ETF worth $1.62M as of Q2 2026.
Brindle & Bay Financial Advisors bought 9,013 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $455K.
iShares Ultra Short Duration Bond Active ETF made up 0.81% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #27 holding.
Brindle & Bay Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
550 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.