FSAG
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Financial Solutions Advisory Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Financial Solutions Advisory Group’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 		$647K Sell
12,821
-629
-5% -$31.8K 0.08% 89
2026
Q1 		$681K Buy
+13,450
New +$681K 0.09% 83

Other funds holding ICSH

Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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
EF
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

Financial Solutions Advisory Group's ICSH Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 4.7% in Q2 2026, selling an estimated $31.8K and leaving 12,821 shares worth $647K. The position accounts for 0.08% of the portfolio, ranked #89.

Financial Solutions Advisory Group first reported a position in ICSH in Q1 2026 and has held it in 2 quarters since. The position peaked at $681K in Q1 2026. 159 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Financial Solutions Advisory Group held 12,821 shares of iShares Ultra Short Duration Bond Active ETF worth $647K as of Q2 2026.
  • Financial Solutions Advisory Group sold 629 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $31.8K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.08% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #89 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 2 quarters since.
  • Financial Solutions Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $681K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.