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Elm3 Financial Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Elm3 Financial Group’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 		$488K Buy
9,678
+4,113
+74% +$208K 0.33% 81
2026
Q2 		$281K Buy
+5,565
New +$281K 0.19% 110

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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 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

Elm3 Financial Group's ICSH Position: Q3 2026 in Review

Elm3 Financial Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 74% in Q3 2026, buying an estimated $208K and bringing the position to 9,678 shares worth $488K. The position accounts for 0.33% of the portfolio, ranked #81.

Elm3 Financial Group first reported a position in ICSH in Q2 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Elm3 Financial Group held 9,678 shares of iShares Ultra Short Duration Bond Active ETF worth $488K as of Q3 2026.
  • Elm3 Financial Group bought 4,113 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $208K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.33% of Elm3 Financial Group's portfolio in Q3 2026, its #81 holding.
  • Elm3 Financial Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.