EWP
ICSH icon

Elevation Wealth Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Elevation Wealth Partners’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 		$6M Buy
+118,980
New +$6M 1.69% 12

Other funds holding ICSH

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
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Elevation Wealth Partners's ICSH Position: Q3 2026 in Review

Elevation Wealth Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 118,980 shares worth $6M. The stake represents 1.69% of the portfolio and ranks #12 among its holdings.

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

  • Elevation Wealth Partners held 118,980 shares of iShares Ultra Short Duration Bond Active ETF worth $6M as of Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Elevation Wealth Partners position in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 1.69% of Elevation Wealth Partners's portfolio in Q3 2026, its #12 holding.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.