Delap Wealth Advisory
ICSH icon

Delap Wealth Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Delap Wealth Advisory’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 		$635K Buy
+12,602
New +$636K 0.22% 50
2025
Q2 		– Sell
-4,947
Closed -$251K – 82
2025
Q1 		$251K Buy
+4,947
New +$250K 0.14% 71

Other funds holding ICSH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Delap Wealth Advisory's ICSH Position: Q3 2026 in Review

Delap Wealth Advisory opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 12,602 shares worth $635K. The stake represents 0.22% of the portfolio and ranks #50 among its holdings. This is a return to the name: Delap Wealth Advisory previously reported a position in ICSH as recently as Q1 2025.

Delap Wealth Advisory first reported a position in ICSH in Q1 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Delap Wealth Advisory held 12,602 shares of iShares Ultra Short Duration Bond Active ETF worth $635K as of Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Delap Wealth Advisory position in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.22% of Delap Wealth Advisory's portfolio in Q3 2026, its #50 holding.
  • Delap Wealth Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.