Castleview Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Castleview Partners’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	$233K	Sell	4,620 -16	-0.3%	-$807	0.1%	192
2026 Q2	$235K	Buy	+4,636	New	+$234K	0.1%	193
2025 Q1	–	Sell	-763	Closed	-$38.5K	–	349
2024 Q4	$38.5K	Sell	763 -935	-55%	-$47.3K	0.02%	379
2024 Q3	$86.2K	Buy	+1,698	New	+$85.9K	0.05%	249

Other funds holding ICSH

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Castleview Partners's ICSH Position: Q3 2026 in Review

Castleview Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.35% in Q3 2026, selling an estimated $807 and leaving 4,620 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #192.

Castleview Partners first reported a position in ICSH in Q3 2024 and has held it in 4 quarters since. The position peaked at $235K in Q2 2026. 162 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Castleview Partners held 4,620 shares of iShares Ultra Short Duration Bond Active ETF worth $233K as of Q3 2026.
Castleview Partners sold 16 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $807.
iShares Ultra Short Duration Bond Active ETF made up 0.1% of Castleview Partners's portfolio in Q3 2026, its #192 holding.
Castleview Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 4 quarters since.
Castleview Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $235K in Q2 2026.
162 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.