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

Guardian Wealth Advisors (North Carolina)’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	$3.05M	Buy	+60,367	New	+$3.05M	0.17%	84
2023 Q3	–	Sell	-96	Closed	-$4.83K	–	433
2023 Q2	$4.83K	Buy	+96	New	+$4.82K	﹤0.01%	366

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

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

Guardian Wealth Advisors (North Carolina) opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 60,367 shares worth $3.05M. The stake represents 0.17% of the portfolio and ranks #84 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in ICSH as recently as Q2 2023.

Guardian Wealth Advisors (North Carolina) first reported a position in ICSH in Q2 2023 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 60,367 shares of iShares Ultra Short Duration Bond Active ETF worth $3.05M as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Guardian Wealth Advisors (North Carolina) position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.17% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #84 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and has held it in 2 quarters since.
558 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.