Galvin Gaustad & Stein
ICSH icon

Galvin Gaustad & Stein’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Galvin Gaustad & Stein’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 		$15.9M Buy
315,667
+8,164
+3% +$412K 1.2% 28
2026
Q2 		$15.6M Buy
307,503
+65,854
+27% +$3.33M 1.15% 27
2026
Q1 		$12.2M Sell
241,649
-12,418
-5% -$629K 0.98% 41
2025
Q4 		$12.9M Buy
254,067
+45,998
+22% +$2.33M 1% 44
2025
Q3 		$10.6M Buy
208,069
+76,285
+58% +$3.86M 0.86% 52
2025
Q2 		$6.68M Buy
131,784
+52,274
+66% +$2.64M 0.58% 59
2025
Q1 		$4.03M Sell
79,510
-2,003
-2% -$101K 0.36% 63
2024
Q4 		$4.11M Buy
81,513
+59,708
+274% +$3.02M 0.37% 62
2024
Q3 		$1.11M Buy
21,805
+6,517
+43% +$330K 0.1% 90
2024
Q2 		$773K Buy
15,288
+4,277
+39% +$216K 0.07% 100
2024
Q1 		$557K Buy
11,011
+874
+9% +$44.1K 0.05% 119
2023
Q4 		$511K Sell
10,137
-579
-5% -$29.1K 0.05% 120
2023
Q3 		$540K Sell
10,716
-10,889
-50% -$547K 0.05% 111
2023
Q2 		$1.09M Buy
21,605
+9,288
+75% +$466K 0.11% 87
2023
Q1 		$619K Buy
+12,317
New +$618K 0.06% 105

Other funds holding ICSH

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Galvin Gaustad & Stein's ICSH Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.7% in Q3 2026, buying an estimated $412K and bringing the position to 315,667 shares worth $15.9M. The position accounts for 1.2% of the portfolio, ranked #28.

Galvin Gaustad & Stein first reported a position in ICSH in Q1 2023 and has held it in 15 quarters since. 226 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Galvin Gaustad & Stein held 315,667 shares of iShares Ultra Short Duration Bond Active ETF worth $15.9M as of Q3 2026.
  • Galvin Gaustad & Stein bought 8,164 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $412K.
  • iShares Ultra Short Duration Bond Active ETF made up 1.2% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #28 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 15 quarters since.
  • 226 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.