Clune & Associates’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Clune & Associates’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	$755K	Sell	14,976 -3,661	-20%	-$185K	0.12%	89
2026 Q2	$943K	Sell	18,637 -2,231	-11%	-$113K	0.14%	84
2026 Q1	$1.06M	Sell	20,868 -871	-4%	-$44.1K	0.2%	86
2025 Q4	$1.1M	Buy	21,739 +675	+3%	+$34.2K	0.24%	87
2025 Q3	$1.07M	Sell	21,064 -368	-2%	-$18.6K	0.27%	85
2025 Q2	$1.09M	Buy	21,432 +6,562	+44%	+$332K	0.3%	74
2025 Q1	$754K	Buy	14,870 +90	+0.6%	+$4.55K	0.23%	85
2024 Q4	$745K	Buy	+14,780	New	+$747K	0.25%	82

Other funds holding ICSH

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

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Clune & Associates's ICSH Position: Q3 2026 in Review

Clune & Associates reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q3 2026, selling an estimated $185K and leaving 14,976 shares worth $755K. The position accounts for 0.12% of the portfolio, ranked #89.

Clune & Associates first reported a position in ICSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q4 2025. 162 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Clune & Associates held 14,976 shares of iShares Ultra Short Duration Bond Active ETF worth $755K as of Q3 2026.
Clune & Associates sold 3,661 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $185K.
iShares Ultra Short Duration Bond Active ETF made up 0.12% of Clune & Associates's portfolio in Q3 2026, its #89 holding.
Clune & Associates first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's iShares Ultra Short Duration Bond Active ETF position peaked at $1.1M in Q4 2025.
162 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.