HA
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Hegarty Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Hegarty 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 		$973K Buy
19,234
+401
+2% +$20.3K 0.67% 32
2026
Q1 		$953K Buy
18,833
+4,485
+31% +$227K 0.75% 32
2025
Q4 		$726K Buy
+14,348
New +$727K 0.63% 32

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hegarty Advisors's ICSH Position: Q2 2026 in Review

Hegarty Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.1% in Q2 2026, buying an estimated $20.3K and bringing the position to 19,234 shares worth $973K. The position accounts for 0.67% of the portfolio, ranked #32.

Hegarty Advisors first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 387 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Hegarty Advisors held 19,234 shares of iShares Ultra Short Duration Bond Active ETF worth $973K as of Q2 2026.
  • Hegarty Advisors bought 401 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $20.3K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.67% of Hegarty Advisors's portfolio in Q2 2026, its #32 holding.
  • Hegarty Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 387 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Hegarty Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.