Central Valley Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Central Valley 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 Q3	–	Sell	-4,368	Closed	-$221K	–	175
2026 Q2	$221K	Buy	4,368 +45	+1%	+$2.27K	0.06%	178
2026 Q1	$219K	Buy	+4,323	New	+$219K	0.06%	176
2024 Q2	–	Sell	-4,000	Closed	-$202K	–	159
2024 Q1	$202K	Hold	4,000	–	–	0.1%	153
2023 Q4	$201K	Buy	+4,000	New	+$201K	0.12%	139

Other funds holding ICSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Central Valley Advisors's ICSH Position: Q3 2026 in Review

Central Valley Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026, closing a stake of 4,368 shares — an estimated $221K sold.

Central Valley Advisors first reported a position in ICSH in Q4 2023 and held it in 4 quarters. The position peaked at $221K in Q2 2026. 372 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Central Valley Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2026 after selling out during the quarter.
Central Valley Advisors sold 4,368 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $221K.
Central Valley Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and held it in 4 quarters.
Central Valley Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $221K in Q2 2026.
372 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Central Valley Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.