Elwood & Goetz Wealth Advisory Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Elwood & Goetz Wealth Advisory 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 Q1	$20.6M	Sell	407,444 -32,371	-7%	-$1.64M	3.5%	8
2025 Q4	$22.2M	Buy	439,815 +429,944	+4,356%	+$21.8M	3.91%	8
2025 Q3	$501K	Buy	+9,871	New	+$500K	0.1%	64

Other funds holding ICSH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's ICSH Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.4% in Q1 2026, selling an estimated $1.64M and leaving 407,444 shares worth $20.6M. The position accounts for 3.5% of the portfolio, ranked #8.

Elwood & Goetz Wealth Advisory Group first reported a position in ICSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $22.2M in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Elwood & Goetz Wealth Advisory Group held 407,444 shares of iShares Ultra Short Duration Bond Active ETF worth $20.6M as of Q1 2026.
Elwood & Goetz Wealth Advisory Group sold 32,371 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $1.64M.
iShares Ultra Short Duration Bond Active ETF made up 3.5% of Elwood & Goetz Wealth Advisory Group's portfolio in Q1 2026, its #8 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $22.2M in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.