Summit Investment Advisors, Inc.\KS’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Summit Investment Advisors, Inc.\KS’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	$9.7M	Buy	192,033 +40,029	+26%	+$2.02M	4.37%	6
2026 Q2	$7.69M	Buy	152,004 +69,598	+84%	+$3.52M	3.51%	6
2026 Q1	$4.17M	Buy	82,406 +14,199	+21%	+$719K	2.12%	13
2025 Q4	$3.45M	Buy	+68,207	New	+$3.45M	1.85%	13

Other funds holding ICSH

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's ICSH Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 26% in Q3 2026, buying an estimated $2.02M and bringing the position to 192,033 shares worth $9.7M. The position accounts for 4.37% of the portfolio, ranked #6.

Summit Investment Advisors, Inc.\KS first reported a position in ICSH in Q4 2025 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 192,033 shares of iShares Ultra Short Duration Bond Active ETF worth $9.7M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 40,029 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $2.02M.
iShares Ultra Short Duration Bond Active ETF made up 4.37% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #6 holding.
Summit Investment Advisors, Inc.\KS first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
313 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.