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 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s ICSH Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 24% in Q1 2026, buying an estimated $406K and bringing the position to 41,984 shares worth $2.13M. The position accounts for 1.22% of the portfolio, ranked #13.

Guardian Wealth Advisors (Minnesota) first reported a position in ICSH in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.67M in Q1 2022. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Guardian Wealth Advisors (Minnesota) held 41,984 shares of iShares Ultra Short Duration Bond Active ETF worth $2.13M as of Q1 2026.
Guardian Wealth Advisors (Minnesota) bought 8,021 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $406K.
iShares Ultra Short Duration Bond Active ETF made up 1.22% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #13 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 22 quarters since.
Guardian Wealth Advisors (Minnesota)'s iShares Ultra Short Duration Bond Active ETF position peaked at $3.67M in Q1 2022.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.