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 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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Central Valley Advisors's ICSH Position: Q2 2026 in Review

Central Valley Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1% in Q2 2026, buying an estimated $2.27K and bringing the position to 4,368 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #178.

Central Valley Advisors first reported a position in ICSH in Q4 2023 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Central Valley Advisors held 4,368 shares of iShares Ultra Short Duration Bond Active ETF worth $221K as of Q2 2026.
Central Valley Advisors bought 45 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $2.27K.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of Central Valley Advisors's portfolio in Q2 2026, its #178 holding.
Central Valley Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 4 quarters since.
266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.