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

Elevate 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 Q2	$1.62M	Buy	32,054 +3,187	+11%	+$161K	0.93%	25
2026 Q1	$1.46M	Buy	28,867 +10,446	+57%	+$529K	0.92%	24
2025 Q4	$932K	Buy	18,421 +1,382	+8%	+$70K	0.64%	28
2025 Q3	$865K	Buy	17,039 +1,621	+11%	+$82.1K	0.63%	30
2025 Q2	$782K	Buy	15,418 +2,401	+18%	+$121K	0.56%	35
2025 Q1	$660K	Sell	13,017 -785	-6%	-$39.7K	0.47%	40
2024 Q4	$696K	Buy	13,802 +738	+6%	+$37.3K	0.52%	36
2024 Q3	$663K	Buy	13,064 +2,772	+27%	+$140K	0.49%	36
2024 Q2	$520K	Buy	10,292 +99	+1%	+$4.99K	0.42%	37
2024 Q1	$515K	Buy	10,193 +7,448	+271%	+$376K	0.45%	33
2023 Q4	$138K	Buy	+2,745	New	+$138K	0.13%	63

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Elevate Wealth Advisory's ICSH Position: Q2 2026 in Review

Elevate Wealth Advisory increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 11% in Q2 2026, buying an estimated $161K and bringing the position to 32,054 shares worth $1.62M. The position accounts for 0.93% of the portfolio, ranked #25.

Elevate Wealth Advisory first reported a position in ICSH in Q4 2023 and has held it in 11 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Elevate Wealth Advisory held 32,054 shares of iShares Ultra Short Duration Bond Active ETF worth $1.62M as of Q2 2026.
Elevate Wealth Advisory bought 3,187 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $161K.
iShares Ultra Short Duration Bond Active ETF made up 0.93% of Elevate Wealth Advisory's portfolio in Q2 2026, its #25 holding.
Elevate Wealth Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.