Global Wealth Management Investment Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Global Wealth Management Investment Advisory’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	$319K	Sell	6,305 -9,786	-61%	-$495K	0.05%	137
2026 Q1	$815K	Buy	16,091 +2	+0%	+$101	0.13%	112
2025 Q4	$814K	Sell	16,089 -9,602	-37%	-$486K	0.13%	112
2025 Q3	$1.3M	Sell	25,691 -5,687	-18%	-$288K	0.22%	90
2025 Q2	$1.59M	Buy	+31,378	New	+$1.59M	0.3%	80

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 20.41% 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

Global Wealth Management Investment Advisory's ICSH Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 61% in Q2 2026, selling an estimated $495K and leaving 6,305 shares worth $319K. The position accounts for 0.05% of the portfolio, ranked #137.

Global Wealth Management Investment Advisory first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q2 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Global Wealth Management Investment Advisory held 6,305 shares of iShares Ultra Short Duration Bond Active ETF worth $319K as of Q2 2026.
Global Wealth Management Investment Advisory sold 9,786 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $495K.
iShares Ultra Short Duration Bond Active ETF made up 0.05% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #137 holding.
Global Wealth Management Investment Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
Global Wealth Management Investment Advisory's iShares Ultra Short Duration Bond Active ETF position peaked at $1.59M in Q2 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.