Financial Gravity Companies’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Financial Gravity Companies’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	$5.23M	Buy	+103,366	New	+$5.22M	0.85%	36
2025 Q2	$4.37M	Buy	+86,232	New	+$4.36M	0.86%	33
2024 Q4	$3.86M	Buy	76,618 +4,973	+7%	+$251K	0.88%	29
2024 Q3	$3.64M	Buy	+71,645	New	+$3.62M	0.97%	27

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

Financial Gravity Companies's ICSH Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 103,366 shares worth $5.23M. The stake represents 0.85% of the portfolio and ranks #36 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ICSH as recently as Q2 2025.

Financial Gravity Companies first reported a position in ICSH in Q3 2024 and has held it in 4 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Financial Gravity Companies held 103,366 shares of iShares Ultra Short Duration Bond Active ETF worth $5.23M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Financial Gravity Companies position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.85% of Financial Gravity Companies's portfolio in Q2 2026, its #36 holding.
Financial Gravity Companies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 4 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.