Cherry Tree Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Cherry Tree Wealth Management’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	-123	Closed	-$6.21K	–	582
2026 Q2	$6.22K	Hold	123	–	–	﹤0.01%	482
2026 Q1	$6.23K	Hold	123	–	–	﹤0.01%	469
2025 Q4	$6.22K	Hold	123	–	–	﹤0.01%	471
2025 Q3	$6.24K	Hold	123	–	–	﹤0.01%	455
2025 Q2	$6.24K	Buy	+123	New	+$6.22K	﹤0.01%	457
2023 Q3	–	Sell	-2,632	Closed	-$132K	–	604
2023 Q2	$132K	Buy	+2,632	New	+$132K	0.04%	168

Other funds holding ICSH

Temasek Holdings Singapore $36.7B AUM 6.83% 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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cherry Tree Wealth Management's ICSH Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026, closing a stake of 123 shares — an estimated $6.21K sold.

Cherry Tree Wealth Management first reported a position in ICSH in Q2 2023 and held it in 6 quarters. The position peaked at $132K in Q2 2023. 227 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Cherry Tree Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2026 after selling out during the quarter.
Cherry Tree Wealth Management sold 123 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $6.21K.
Cherry Tree Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and held it in 6 quarters.
Cherry Tree Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $132K in Q2 2023.
227 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.