CPC
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Congress Park Capital’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Congress Park Capital’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 		$13.5M Sell
266,645
-4,103
-2% -$207K 3.64% 6
2026
Q1 		$13.7M Sell
270,748
-17,892
-6% -$906K 4.21% 4
2025
Q4 		$14.6M Buy
288,640
+45,964
+19% +$2.33M 4.36% 4
2025
Q3 		$12.3M Buy
242,676
+15,628
+7% +$791K 3.83% 5
2025
Q2 		$11.5M Sell
227,048
-93,413
-29% -$4.72M 3.77% 6
2025
Q1 		$16.2M Buy
320,461
+160,351
+100% +$8.11M 6.15% 2
2024
Q4 		$8.07M Buy
160,110
+71,825
+81% +$3.63M 2.93% 11
2024
Q3 		$4.48M Buy
+88,285
New +$4.47M 1.66% 19

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
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
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

Congress Park Capital's ICSH Position: Q2 2026 in Review

Congress Park Capital reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.5% in Q2 2026, selling an estimated $207K and leaving 266,645 shares worth $13.5M. The position accounts for 3.64% of the portfolio, ranked #6.

Congress Park Capital first reported a position in ICSH in Q3 2024 and has held it in 8 quarters since. The position peaked at $16.2M in Q1 2025. 257 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Congress Park Capital held 266,645 shares of iShares Ultra Short Duration Bond Active ETF worth $13.5M as of Q2 2026.
  • Congress Park Capital sold 4,103 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $207K.
  • iShares Ultra Short Duration Bond Active ETF made up 3.64% of Congress Park Capital's portfolio in Q2 2026, its #6 holding.
  • Congress Park Capital first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 8 quarters since.
  • Congress Park Capital's iShares Ultra Short Duration Bond Active ETF position peaked at $16.2M in Q1 2025.
  • 257 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.