Elevation Capital Advisory
ICSH icon

Elevation Capital Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Elevation Capital 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 		$871K Buy
+17,290
New +$872K 0.34% 58

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Macro Advisors
Macro Advisors York, Pennsylvania $325M AUM
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Elevation Capital Advisory's ICSH Position: Q3 2026 in Review

Elevation Capital Advisory opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 17,290 shares worth $871K. The stake represents 0.34% of the portfolio and ranks #58 among its holdings.

370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Elevation Capital Advisory held 17,290 shares of iShares Ultra Short Duration Bond Active ETF worth $871K as of Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Elevation Capital Advisory position in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.34% of Elevation Capital Advisory's portfolio in Q3 2026, its #58 holding.
  • 370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Elevation Capital Advisory's 13F filing for Q3 2026, filed 29 Oct 2026.