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David Kennon’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

David Kennon’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 		$3.42M Buy
67,917
+422
+0.6% +$21.3K 1.13% 20
2026
Q2 		$3.41M Buy
67,495
+385
+0.6% +$19.5K 1.13% 20
2026
Q1 		$3.4M Buy
+67,110
New +$3.4M 1.22% 18

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

David Kennon's ICSH Position: Q3 2026 in Review

David Kennon increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.63% in Q3 2026, buying an estimated $21.3K and bringing the position to 67,917 shares worth $3.42M. The position accounts for 1.13% of the portfolio, ranked #20.

David Kennon first reported a position in ICSH in Q1 2026 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • David Kennon held 67,917 shares of iShares Ultra Short Duration Bond Active ETF worth $3.42M as of Q3 2026.
  • David Kennon bought 422 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $21.3K.
  • iShares Ultra Short Duration Bond Active ETF made up 1.13% of David Kennon's portfolio in Q3 2026, its #20 holding.
  • David Kennon first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.