Foster Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Foster 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 Q3	$62.3M	Buy	1,236,608 +55,012	+5%	+$2.78M	1.69%	18
2026 Q2	$59.8M	Buy	1,181,596 +62,177	+6%	+$3.14M	1.59%	20
2026 Q1	$56.7M	Buy	1,119,419 +70,089	+7%	+$3.55M	1.69%	20
2025 Q4	$53.1M	Buy	1,049,330 +80,699	+8%	+$4.09M	1.6%	20
2025 Q3	$49.2M	Buy	968,631 +46,429	+5%	+$2.35M	1.54%	21
2025 Q2	$46.8M	Buy	922,202 +86,930	+10%	+$4.4M	1.6%	18
2025 Q1	$42.3M	Buy	835,272 +9,228	+1%	+$467K	1.59%	20
2024 Q4	$41.7M	Buy	826,044 +35,246	+4%	+$1.78M	1.59%	19
2024 Q3	$40.1M	Buy	790,798 +19,525	+3%	+$988K	1.5%	22
2024 Q2	$39M	Buy	771,273 +28,355	+4%	+$1.43M	1.53%	21
2024 Q1	$37.6M	Buy	742,918 +67,308	+10%	+$3.4M	1.87%	16
2023 Q4	$34M	Hold	675,610	–	–	2.08%	11
2023 Q3	$34M	Buy	675,610 +29,140	+5%	+$1.46M	2.08%	11
2023 Q2	$32.5M	Buy	646,470 +18,254	+3%	+$917K	1.95%	11
2023 Q1	$31.6M	Buy	+628,216	New	+$31.5M	2%	12

Other funds holding ICSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Foster Group's ICSH Position: Q3 2026 in Review

Foster Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 4.7% in Q3 2026, buying an estimated $2.78M and bringing the position to 1,236,608 shares worth $62.3M. The position accounts for 1.69% of the portfolio, ranked #18.

Foster Group first reported a position in ICSH in Q1 2023 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Foster Group held 1,236,608 shares of iShares Ultra Short Duration Bond Active ETF worth $62.3M as of Q3 2026.
Foster Group bought 55,012 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $2.78M.
iShares Ultra Short Duration Bond Active ETF made up 1.69% of Foster Group's portfolio in Q3 2026, its #18 holding.
Foster Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 15 quarters since.
114 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.