Convergence Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Convergence Financial’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	$372K	Buy	+7,387	New	+$373K	0.05%	195

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

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

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 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

Convergence Financial's ICSH Position: Q3 2026 in Review

Convergence Financial opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 7,387 shares worth $372K. The stake represents 0.05% of the portfolio and ranks #195 among its holdings.

204 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Convergence Financial held 7,387 shares of iShares Ultra Short Duration Bond Active ETF worth $372K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Convergence Financial position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of Convergence Financial's portfolio in Q3 2026, its #195 holding.
204 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.