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Bulwark Capital’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bulwark Capital’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 		$3.38M Buy
66,863
+40,618
+155% +$2.05M 1.9% 17
2026
Q1 		$1.33M Buy
26,245
+24,235
+1,206% +$1.23M 0.82% 26
2025
Q4 		$102K Sell
2,010
-296
-13% -$15K 0.07% 59
2025
Q3 		$117K Sell
2,306
-299
-11% -$15.1K 0.09% 60
2025
Q2 		$132K Buy
+2,605
New +$132K 0.11% 52

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Bulwark Capital's ICSH Position: Q2 2026 in Review

Bulwark Capital increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 155% in Q2 2026, buying an estimated $2.05M and bringing the position to 66,863 shares worth $3.38M. The position accounts for 1.9% of the portfolio, ranked #17.

Bulwark Capital first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Bulwark Capital held 66,863 shares of iShares Ultra Short Duration Bond Active ETF worth $3.38M as of Q2 2026.
  • Bulwark Capital bought 40,618 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $2.05M.
  • iShares Ultra Short Duration Bond Active ETF made up 1.9% of Bulwark Capital's portfolio in Q2 2026, its #17 holding.
  • Bulwark Capital first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Bulwark Capital's 13F filing for Q2 2026, filed 6 Jul 2026.