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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
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
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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

Castleview Partners's ICSH Position: Q2 2026 in Review

Castleview Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 4,636 shares worth $235K. The stake represents 0.1% of the portfolio and ranks #193 among its holdings. This is a return to the name: Castleview Partners previously reported a position in ICSH as recently as Q4 2024.

Castleview Partners first reported a position in ICSH in Q3 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Castleview Partners held 4,636 shares of iShares Ultra Short Duration Bond Active ETF worth $235K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Castleview Partners position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.1% of Castleview Partners's portfolio in Q2 2026, its #193 holding.
  • Castleview Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.