Emerald Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Emerald Advisors’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	$202K	Sell	4,003 -1,316	-25%	-$66.4K	0.03%	111
2026 Q2	$269K	Sell	5,319 -7,768	-59%	-$393K	0.03%	113
2026 Q1	$662K	Sell	13,087 -3,880	-23%	-$196K	0.08%	70
2025 Q4	$858K	Sell	16,967 -2,500	-13%	-$127K	0.12%	57
2025 Q3	$988K	Sell	19,467 -830	-4%	-$42K	0.13%	46
2025 Q2	$1.03M	Sell	20,297 -5,960	-23%	-$301K	0.13%	41
2025 Q1	$1.33M	Buy	26,257 +1,667	+7%	+$84.3K	0.18%	25
2024 Q4	$1.24M	Buy	24,590 +16,523	+205%	+$835K	0.17%	27
2024 Q3	$408K	Sell	8,067 -12,430	-61%	-$629K	0.06%	71
2024 Q2	$1.04M	Sell	20,497 -13,745	-40%	-$693K	0.16%	27
2024 Q1	$1.73M	Buy	+34,242	New	+$1.73M	0.31%	17

Other funds holding ICSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Emerald Advisors's ICSH Position: Q3 2026 in Review

Emerald Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 25% in Q3 2026, selling an estimated $66.4K and leaving 4,003 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #111.

Emerald Advisors first reported a position in ICSH in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.73M in Q1 2024. 147 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Emerald Advisors held 4,003 shares of iShares Ultra Short Duration Bond Active ETF worth $202K as of Q3 2026.
Emerald Advisors sold 1,316 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $66.4K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Emerald Advisors's portfolio in Q3 2026, its #111 holding.
Emerald Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2024 and has held it in 11 quarters since.
Emerald Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.73M in Q1 2024.
147 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.