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

Farther Finance 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 Q2	$3.63M	Sell	71,859 -729	-1%	-$36.8K	0.03%	507
2026 Q1	$3.66M	Buy	72,588 +24,819	+52%	+$1.26M	0.03%	433
2025 Q4	$2.42M	Buy	47,769 +16,587	+53%	+$840K	0.03%	521
2025 Q3	$1.58M	Buy	31,182 +10,443	+50%	+$529K	0.02%	537
2025 Q2	$1.05M	Buy	20,739 +4,471	+27%	+$226K	0.02%	571
2025 Q1	$822K	Sell	16,268 -3,394	-17%	-$172K	0.02%	586
2024 Q4	$992K	Sell	19,662 -2,333	-11%	-$118K	0.04%	373
2024 Q3	$1.12M	Buy	21,995 +5,665	+35%	+$287K	0.04%	318
2024 Q2	$822K	Sell	16,330 -10,201	-38%	-$514K	0.04%	341
2024 Q1	$1.34M	Buy	26,531 +166	+0.6%	+$8.38K	0.08%	205
2023 Q4	$1.33M	Buy	26,365 +15,756	+149%	+$793K	0.1%	194
2023 Q3	$534K	Buy	10,609 +234	+2%	+$11.8K	0.08%	199
2023 Q2	$522K	Buy	+10,375	New	+$521K	0.11%	157
2023 Q1	–	Sell	-2,007	Closed	-$100K	–	2384
2022 Q4	$100K	Buy	+2,007	New	+$100K	0.04%	330

Other funds holding ICSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Farther Finance Advisors's ICSH Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1% in Q2 2026, selling an estimated $36.8K and leaving 71,859 shares worth $3.63M. The position accounts for 0.03% of the portfolio, ranked #507.

Farther Finance Advisors first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.66M in Q1 2026. 146 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Farther Finance Advisors held 71,859 shares of iShares Ultra Short Duration Bond Active ETF worth $3.63M as of Q2 2026.
Farther Finance Advisors sold 729 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $36.8K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #507 holding.
Farther Finance Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
Farther Finance Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.66M in Q1 2026.
146 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.