CIAS
ICSH icon

CFS Investment Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

CFS Investment Advisory Services’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 		$3.75M Buy
74,372
+13,508
+22% +$683K 0.25% 79
2026
Q1 		$3.08M Buy
60,864
+12,503
+26% +$633K 0.21% 96
2025
Q4 		$2.45M Buy
48,361
+3,249
+7% +$165K 0.18% 105
2025
Q3 		$2.29M Buy
45,112
+2,876
+7% +$146K 0.17% 108
2025
Q2 		$2.14M Buy
42,236
+2,112
+5% +$107K 0.18% 107
2025
Q1 		$2.03M Buy
40,124
+1,572
+4% +$79.5K 0.18% 104
2024
Q4 		$1.94M Buy
38,552
+5,228
+16% +$264K 0.17% 108
2024
Q3 		$1.69M Buy
33,324
+1,167
+4% +$59K 0.14% 116
2024
Q2 		$1.63M Buy
32,157
+4,452
+16% +$225K 0.13% 108
2024
Q1 		$1.4M Buy
27,705
+5,012
+22% +$253K 0.24% 65
2023
Q4 		$1.14M Buy
22,693
+7,339
+48% +$369K 0.21% 74
2023
Q3 		$774K Buy
15,354
+4,099
+36% +$206K 0.12% 103
2023
Q2 		$566K Buy
11,255
+2,162
+24% +$109K 0.07% 153
2023
Q1 		$457K Buy
9,093
+2,484
+38% +$125K 0.08% 94
2022
Q4 		$331K Sell
6,609
-97,662
-94% -$4.88M 0.08% 97
2022
Q3 		$2K Buy
+104,271
New +$5.22M ﹤0.01% 162
2022
Q2 		– Sell
-104,563
Closed -$2K – 353
2022
Q1 		$2K Buy
+104,563
New +$5.26M 0.01% 278

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 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
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

CFS Investment Advisory Services's ICSH Position: Q2 2026 in Review

CFS Investment Advisory Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 22% in Q2 2026, buying an estimated $683K and bringing the position to 74,372 shares worth $3.75M. The position accounts for 0.25% of the portfolio, ranked #79.

CFS Investment Advisory Services first reported a position in ICSH in Q1 2022 and has held it in 17 quarters since. 150 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • CFS Investment Advisory Services held 74,372 shares of iShares Ultra Short Duration Bond Active ETF worth $3.75M as of Q2 2026.
  • CFS Investment Advisory Services bought 13,508 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $683K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.25% of CFS Investment Advisory Services's portfolio in Q2 2026, its #79 holding.
  • CFS Investment Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2022 and has held it in 17 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.