Certified Advisory Corp’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Certified Advisory Corp’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	$262K	Sell	5,183 -2,075	-29%	-$105K	0.02%	286
2026 Q1	$367K	Sell	7,258 -1,741	-19%	-$88.1K	0.03%	245
2025 Q4	$455K	Buy	8,999 +1	+0%	+$51	0.04%	217
2025 Q3	$457K	Sell	8,998 -1,546	-15%	-$78.3K	0.04%	215
2025 Q2	$535K	Sell	10,544 -59	-0.6%	-$2.98K	0.06%	194
2025 Q1	$538K	Sell	10,603 -1,673	-14%	-$84.6K	0.06%	185
2024 Q4	$619K	Sell	12,276 -1,383	-10%	-$69.9K	0.07%	175
2024 Q3	$693K	Sell	13,659 -1,602	-10%	-$81K	0.08%	168
2024 Q2	$771K	Sell	15,261 -473	-3%	-$23.9K	0.1%	155
2024 Q1	$795K	Buy	15,734 +2,332	+17%	+$118K	0.11%	145
2023 Q4	$675K	Sell	13,402 -565	-4%	-$28.4K	0.1%	154
2023 Q3	$704K	Buy	13,967 +3,215	+30%	+$162K	0.13%	136
2023 Q2	$541K	Buy	10,752 +504	+5%	+$25.3K	0.1%	148
2023 Q1	$515K	Buy	+10,248	New	+$514K	0.09%	163
2021 Q2	–	Sell	-13,969	Closed	-$706K	–	446
2021 Q1	$706K	Buy	+13,969	New	+$706K	0.18%	113
2020 Q2	$579K	Buy	11,453 +5,962	+109%	+$300K	0.19%	115
2020 Q1	$274K	Buy	5,491 +724	+15%	+$36.4K	0.11%	147
2019 Q4	$240K	Buy	4,767 +36	+0.8%	+$1.81K	0.08%	175
2019 Q3	$238K	Buy	4,731 +31	+0.7%	+$1.56K	0.08%	169
2019 Q2	$237K	Buy	+4,700	New	+$236K	0.09%	162

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 $43.3B AUM 29.3% 1-Year Est. Return

CSP

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

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Certified Advisory Corp's ICSH Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 29% in Q2 2026, selling an estimated $105K and leaving 5,183 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #286.

Certified Advisory Corp first reported a position in ICSH in Q2 2019 and has held it in 20 quarters since. The position peaked at $795K in Q1 2024. 205 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Certified Advisory Corp held 5,183 shares of iShares Ultra Short Duration Bond Active ETF worth $262K as of Q2 2026.
Certified Advisory Corp sold 2,075 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $105K.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #286 holding.
Certified Advisory Corp first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and has held it in 20 quarters since.
Certified Advisory Corp's iShares Ultra Short Duration Bond Active ETF position peaked at $795K in Q1 2024.
205 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.