Forza Wealth Management
ICSH icon

Forza Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Forza Wealth 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
2026
Q3 		$1.92M Buy
38,100
+31,350
+464% +$1.58M 0.56% 49
2026
Q2 		$341K Buy
6,750
+1,275
+23% +$64.4K 0.1% 163
2026
Q1 		$277K Buy
+5,475
New +$277K 0.1% 168

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Forza Wealth Management's ICSH Position: Q3 2026 in Review

Forza Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 464% in Q3 2026, buying an estimated $1.58M and bringing the position to 38,100 shares worth $1.92M. The position accounts for 0.56% of the portfolio, ranked #49.

Forza Wealth Management first reported a position in ICSH in Q1 2026 and has held it in 3 quarters since. 177 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Forza Wealth Management held 38,100 shares of iShares Ultra Short Duration Bond Active ETF worth $1.92M as of Q3 2026.
  • Forza Wealth Management bought 31,350 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $1.58M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.56% of Forza Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Forza Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 177 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.