HCA
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Heck Capital Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Heck Capital Advisors’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 		$1.35M Buy
26,689
+9,869
+59% +$499K 0.08% 112
2026
Q1 		$851K Buy
16,820
+2,018
+14% +$102K 0.06% 123
2025
Q4 		$749K Buy
14,802
+6,303
+74% +$319K 0.06% 124
2025
Q3 		$431K Buy
8,499
+872
+11% +$44.2K 0.03% 156
2025
Q2 		$387K Buy
7,627
+1,846
+32% +$93.3K 0.03% 150
2025
Q1 		$293K Sell
5,781
-525
-8% -$26.5K 0.03% 141
2024
Q4 		$318K Sell
6,306
-490
-7% -$24.8K 0.04% 130
2024
Q3 		$345K Buy
6,796
+1,886
+38% +$95.4K 0.04% 127
2024
Q2 		$248K Buy
4,910
+204
+4% +$10.3K 0.03% 134
2024
Q1 		$238K Buy
4,706
+11
+0.2% +$555 0.04% 131
2023
Q4 		$236K Buy
4,695
+1,900
+68% +$95.6K 0.04% 128
2023
Q3 		$141K Sell
2,795
-625
-18% -$31.4K 0.03% 131
2023
Q2 		$172K Buy
3,420
+2,674
+358% +$134K 0.03% 124
2023
Q1 		$37.5K Buy
+746
New +$37.4K 0.01% 131

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Heck Capital Advisors's ICSH Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 59% in Q2 2026, buying an estimated $499K and bringing the position to 26,689 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #112.

Heck Capital Advisors first reported a position in ICSH in Q1 2023 and has held it in 14 quarters since. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Heck Capital Advisors held 26,689 shares of iShares Ultra Short Duration Bond Active ETF worth $1.35M as of Q2 2026.
  • Heck Capital Advisors bought 9,869 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $499K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.08% of Heck Capital Advisors's portfolio in Q2 2026, its #112 holding.
  • Heck Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 14 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.