FGC
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Financial Gravity Companies's ICSH Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025: 86,232 shares worth $4.37M. The stake represents 0.86% of the portfolio and ranks #33 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ICSH as recently as Q4 2024.

Financial Gravity Companies first reported a position in ICSH in Q3 2024 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

  • Financial Gravity Companies held 86,232 shares of iShares Ultra Short Duration Bond Active ETF worth $4.37M as of Q2 2025.
  • iShares Ultra Short Duration Bond Active ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares Ultra Short Duration Bond Active ETF made up 0.86% of Financial Gravity Companies's portfolio in Q2 2025, its #33 holding.
  • Financial Gravity Companies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2024 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.