Garton & Associates Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Garton & Associates Financial Advisors’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 Q1	–	Sell	-794	Closed	-$40.2K	–	384
2025 Q4	$40.2K	Buy	+794	New	+$40.2K	0.02%	424

Other funds holding ICSH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Garton & Associates Financial Advisors's ICSH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 794 shares — an estimated $40.2K sold.

Garton & Associates Financial Advisors first reported a position in ICSH in Q4 2025 and held it in 1 quarter. The position peaked at $40.2K in Q4 2025. 526 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 794 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $40.2K.
Garton & Associates Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $40.2K in Q4 2025.
526 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.