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 Q2	$21.9M	Buy	432,906 +25,462	+6%	+$1.29M	3.24%	7
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

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

Elwood & Goetz Wealth Advisory Group's ICSH Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.2% in Q2 2026, buying an estimated $1.29M and bringing the position to 432,906 shares worth $21.9M. The position accounts for 3.24% of the portfolio, ranked #7.

Elwood & Goetz Wealth Advisory Group first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.2M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 432,906 shares of iShares Ultra Short Duration Bond Active ETF worth $21.9M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 25,462 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.29M.
iShares Ultra Short Duration Bond Active ETF made up 3.24% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #7 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 4 quarters since.
Elwood & Goetz Wealth Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $22.2M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.