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

GC Wealth Management RIA’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	–	Sell	-31,253	Closed	-$1.58M	–	516
2026 Q1	$1.58M	Buy	31,253 +357	+1%	+$18.1K	0.07%	178
2025 Q4	$1.56M	Buy	+30,896	New	+$1.56M	0.06%	187

Other funds holding ICSH

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

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return

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

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

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

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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

GC Wealth Management RIA's ICSH Position: Q2 2026 in Review

GC Wealth Management RIA sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 31,253 shares — an estimated $1.58M sold.

GC Wealth Management RIA first reported a position in ICSH in Q4 2025 and held it in 2 quarters. The position peaked at $1.58M in Q1 2026. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

GC Wealth Management RIA reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
GC Wealth Management RIA sold 31,253 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.58M.
GC Wealth Management RIA first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and held it in 2 quarters.
GC Wealth Management RIA's iShares Ultra Short Duration Bond Active ETF position peaked at $1.58M in Q1 2026.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.