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CWA Asset Management Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

CWA Asset Management Group’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 		$726K Sell
14,361
-139
-1% -$7.02K 0.02% 441
2026
Q1 		$734K Sell
14,500
-5,132
-26% -$260K 0.02% 423
2025
Q4 		$993K Hold
19,632
– – 0.04% 355
2025
Q3 		$996K Sell
19,632
-20
-0.1% -$1.01K 0.04% 355
2025
Q2 		$997K Sell
19,652
-109
-0.6% -$5.51K 0.04% 324
2025
Q1 		$1M Buy
19,761
+15,211
+334% +$769K 0.05% 302
2024
Q4 		$229K Buy
+4,550
New +$230K 0.01% 528

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 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

CWA Asset Management Group's ICSH Position: Q2 2026 in Review

CWA Asset Management Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.96% in Q2 2026, selling an estimated $7.02K and leaving 14,361 shares worth $726K. The position accounts for 0.02% of the portfolio, ranked #441.

CWA Asset Management Group first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1M in Q1 2025. 319 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • CWA Asset Management Group held 14,361 shares of iShares Ultra Short Duration Bond Active ETF worth $726K as of Q2 2026.
  • CWA Asset Management Group sold 139 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $7.02K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #441 holding.
  • CWA Asset Management Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • CWA Asset Management Group's iShares Ultra Short Duration Bond Active ETF position peaked at $1M in Q1 2025.
  • 319 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.