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

Cahaba 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 		$6.93M Buy
136,954
+65,986
+93% +$3.33M 0.42% 20
2026
Q1 		$3.59M Buy
70,968
+51,717
+269% +$2.62M 0.24% 24
2025
Q4 		$974K Buy
19,251
+515
+3% +$26.1K 0.07% 57
2025
Q3 		$951K Sell
18,736
-2,614
-12% -$132K 0.07% 56
2025
Q2 		$1.08M Sell
21,350
-1,975
-8% -$99.9K 0.08% 49
2025
Q1 		$1.18M Sell
23,325
-27,494
-54% -$1.39M 0.1% 44
2024
Q4 		$2.56M Sell
50,819
-133
-0.3% -$6.72K 0.21% 31
2024
Q3 		$2.59M Buy
50,952
+670
+1% +$33.9K 0.21% 31
2024
Q2 		$2.54M Buy
50,282
+668
+1% +$33.7K 0.22% 29
2024
Q1 		$2.51M Sell
49,614
-550
-1% -$27.8K 0.23% 29
2023
Q4 		$2.53M Sell
50,164
-1,093
-2% -$55K 0.25% 27
2023
Q3 		$2.58M Buy
51,257
+641
+1% +$32.2K 0.28% 27
2023
Q2 		$2.55M Sell
50,616
-5,398
-10% -$271K 0.28% 28
2023
Q1 		$2.81M Buy
56,014
+359
+0.6% +$18K 0.32% 26
2022
Q4 		$2.78M Sell
55,655
-3,463
-6% -$173K 0.35% 25
2022
Q3 		$2.96M Buy
59,118
+215
+0.4% +$10.8K 0.41% 25
2022
Q2 		$2.95M Sell
58,903
-11,428
-16% -$572K 0.42% 21
2022
Q1 		$3.52M Buy
70,331
+49,511
+238% +$2.49M 0.48% 21
2021
Q4 		$1.05M Buy
+20,820
New +$1.05M 0.14% 48

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cahaba Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 93% in Q2 2026, buying an estimated $3.33M and bringing the position to 136,954 shares worth $6.93M. The position accounts for 0.42% of the portfolio, ranked #20.

Cahaba Wealth Management first reported a position in ICSH in Q4 2021 and has held it in 19 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Cahaba Wealth Management held 136,954 shares of iShares Ultra Short Duration Bond Active ETF worth $6.93M as of Q2 2026.
  • Cahaba Wealth Management bought 65,986 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $3.33M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.42% of Cahaba Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Cahaba Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 19 quarters since.
  • 554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.