Financial Advocates Investment Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-5,038	Closed	-$255K	–	305
2025 Q2	$255K	Sell	5,038 -19,557	-80%	-$989K	0.02%	537
2025 Q1	$1.25M	Sell	24,595 -10	-0%	-$506	0.09%	233
2024 Q4	$1.24M	Buy	+24,605	New	+$1.24M	0.07%	252

Other funds holding ICSH

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's ICSH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 5,038 shares — an estimated $255K sold.

Financial Advocates Investment Management first reported a position in ICSH in Q4 2024 and held it in 3 quarters. The position peaked at $1.25M in Q1 2025. 471 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Financial Advocates Investment Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,038 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $255K.
Financial Advocates Investment Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 3 quarters.
Financial Advocates Investment Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.25M in Q1 2025.
471 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.