Guardian Wealth Advisors (Minnesota)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Guardian Wealth Advisors (Minnesota)’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	$1.63M	Sell	32,320 -9,664	-23%	-$488K	0.82%	14
2026 Q1	$2.13M	Buy	41,984 +8,021	+24%	+$406K	1.22%	13
2025 Q4	$1.72M	Buy	33,963 +980	+3%	+$49.6K	0.97%	14
2025 Q3	$1.67M	Sell	32,983 -4,538	-12%	-$230K	0.95%	14
2025 Q2	$1.9M	Sell	37,521 -1,851	-5%	-$93.6K	1.13%	15
2025 Q1	$2M	Sell	39,372 -531	-1%	-$26.9K	1.28%	16
2024 Q4	$2.01M	Sell	39,903 -1,407	-3%	-$71.1K	1.29%	16
2024 Q3	$2.1M	Buy	41,310 +461	+1%	+$23.3K	1.29%	13
2024 Q2	$2.06M	Sell	40,849 -145	-0.4%	-$7.31K	1.34%	13
2024 Q1	$2.07M	Sell	40,994 -1,786	-4%	-$90.1K	1.35%	13
2023 Q4	$2.15M	Sell	42,780 -3,272	-7%	-$165K	1.5%	13
2023 Q3	$2.32M	Sell	46,052 -2,447	-5%	-$123K	1.78%	13
2023 Q2	$2.44M	Sell	48,499 -974	-2%	-$48.9K	1.79%	13
2023 Q1	$2.49M	Sell	49,473 -12,228	-20%	-$613K	1.95%	13
2022 Q4	$3.09M	Sell	61,701 -3,930	-6%	-$196K	2.74%	12
2022 Q3	$3.28M	Sell	65,631 -3,090	-4%	-$155K	3.19%	12
2022 Q2	$3.44M	Sell	68,721 -4,410	-6%	-$221K	3.17%	13
2022 Q1	$3.67M	Buy	73,131 +2,227	+3%	+$112K	3.02%	13
2021 Q4	$3.57M	Buy	70,904 +999	+1%	+$50.4K	2.86%	13
2021 Q3	$3.53M	Buy	69,905 +3,050	+5%	+$154K	3.14%	13
2021 Q2	$3.38M	Buy	66,855 +6,305	+10%	+$318K	2.92%	12
2021 Q1	$3.06M	Buy	60,550 +10,930	+22%	+$552K	2.83%	12
2020 Q4	$2.51M	Buy	+49,620	New	+$2.51M	2.49%	12

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

Guardian Wealth Advisors (Minnesota)'s ICSH Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 23% in Q2 2026, selling an estimated $488K and leaving 32,320 shares worth $1.63M. The position accounts for 0.82% of the portfolio, ranked #14.

Guardian Wealth Advisors (Minnesota) first reported a position in ICSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q1 2022. 556 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Guardian Wealth Advisors (Minnesota) held 32,320 shares of iShares Ultra Short Duration Bond Active ETF worth $1.63M as of Q2 2026.
Guardian Wealth Advisors (Minnesota) sold 9,664 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $488K.
iShares Ultra Short Duration Bond Active ETF made up 0.82% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #14 holding.
Guardian Wealth Advisors (Minnesota) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 23 quarters since.
Guardian Wealth Advisors (Minnesota)'s iShares Ultra Short Duration Bond Active ETF position peaked at $3.67M in Q1 2022.
556 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.