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Concurrent Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Concurrent Investment Advisors’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 		$7.85M Buy
155,150
+19,050
+14% +$963K 0.07% 323
2026
Q1 		$6.89M Buy
136,100
+6,394
+5% +$324K 0.07% 285
2025
Q4 		$6.56M Buy
129,706
+7,472
+6% +$378K 0.07% 273
2025
Q3 		$6.2M Buy
122,234
+78,699
+181% +$3.99M 0.11% 205
2025
Q2 		$2.21M Buy
43,535
+13,760
+46% +$696K 0.04% 404
2025
Q1 		$1.51M Buy
29,775
+9,919
+50% +$502K 0.04% 428
2024
Q4 		$1M Buy
19,856
+7,451
+60% +$377K 0.03% 483
2024
Q3 		$629K Buy
+12,405
New +$627K 0.02% 571

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Concurrent Investment Advisors's ICSH Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 14% in Q2 2026, buying an estimated $963K and bringing the position to 155,150 shares worth $7.85M. The position accounts for 0.07% of the portfolio, ranked #323.

Concurrent Investment Advisors first reported a position in ICSH in Q3 2024 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Concurrent Investment Advisors held 155,150 shares of iShares Ultra Short Duration Bond Active ETF worth $7.85M as of Q2 2026.
  • Concurrent Investment Advisors bought 19,050 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $963K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #323 holding.
  • Concurrent Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.