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 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 $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

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

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

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Clune & Associates's ICSH Position: Q2 2026 in Review

Clune & Associates reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 11% in Q2 2026, selling an estimated $113K and leaving 18,637 shares worth $943K. The position accounts for 0.14% of the portfolio, ranked #84.

Clune & Associates first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.1M in Q4 2025. 130 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Clune & Associates held 18,637 shares of iShares Ultra Short Duration Bond Active ETF worth $943K as of Q2 2026.
Clune & Associates sold 2,231 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $113K.
iShares Ultra Short Duration Bond Active ETF made up 0.14% of Clune & Associates's portfolio in Q2 2026, its #84 holding.
Clune & Associates first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares Ultra Short Duration Bond Active ETF position peaked at $1.1M in Q4 2025.
130 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.