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 Q3	$608K	Sell	12,056 -7,178	-37%	-$362K	0.38%	42
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Hegarty Advisors's ICSH Position: Q3 2026 in Review

Hegarty Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 37% in Q3 2026, selling an estimated $362K and leaving 12,056 shares worth $608K. The position accounts for 0.38% of the portfolio, ranked #42.

Hegarty Advisors first reported a position in ICSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $973K in Q2 2026. 398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Hegarty Advisors held 12,056 shares of iShares Ultra Short Duration Bond Active ETF worth $608K as of Q3 2026.
Hegarty Advisors sold 7,178 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $362K.
iShares Ultra Short Duration Bond Active ETF made up 0.38% of Hegarty Advisors's portfolio in Q3 2026, its #42 holding.
Hegarty Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $973K in Q2 2026.
398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.