HHM Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

HHM Wealth 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	$51.3K	Hold	1,014	–	–	0.01%	383
2026 Q1	$51.3K	Hold	1,014	–	–	0.01%	367
2025 Q4	$51.3K	Hold	1,014	–	–	0.01%	356
2025 Q3	$51.5K	Hold	1,014	–	–	0.01%	374
2025 Q2	$51.4K	Hold	1,014	–	–	0.01%	369
2025 Q1	$51.4K	Hold	1,014	–	–	0.01%	356
2024 Q4	$51.1K	Hold	1,014	–	–	0.01%	345
2024 Q3	$51.5K	Hold	1,014	–	–	0.01%	336
2024 Q2	$51.2K	Hold	1,014	–	–	0.01%	337
2024 Q1	$51.3K	Hold	1,014	–	–	0.01%	292
2023 Q4	$51.1K	Sell	1,014 -796	-44%	-$40K	0.01%	280
2023 Q3	$91.2K	Hold	1,810	–	–	0.02%	203
2023 Q2	$91K	Hold	1,810	–	–	0.02%	214
2023 Q1	$91K	Hold	1,810	–	–	0.02%	209
2022 Q4	$90.6K	Sell	1,810 -363	-17%	-$18.1K	0.02%	181
2022 Q3	$109K	Buy	2,173 +200	+10%	+$10K	0.03%	160
2022 Q2	$99K	Buy	1,973 +163	+9%	+$8.16K	0.03%	194
2022 Q1	$91K	Sell	1,810 -995	-35%	-$50K	0.02%	231
2021 Q4	$141K	Hold	2,805	–	–	0.03%	179
2021 Q3	$142K	Hold	2,805	–	–	0.04%	169
2021 Q2	$142K	Hold	2,805	–	–	0.04%	171
2021 Q1	$142K	Hold	2,805	–	–	0.04%	154
2020 Q4	$142K	Buy	+2,805	New	+$142K	0.05%	132

Other funds holding ICSH

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

HHM Wealth Advisors's ICSH Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 1,014 shares worth $51.3K. The position accounts for 0.01% of the portfolio, ranked #383.

HHM Wealth Advisors first reported a position in ICSH in Q4 2020 and has held it in 23 quarters since. The position peaked at $142K in Q3 2021. 205 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

HHM Wealth Advisors held 1,014 shares of iShares Ultra Short Duration Bond Active ETF worth $51.3K as of Q2 2026.
HHM Wealth Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #383 holding.
HHM Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2020 and has held it in 23 quarters since.
HHM Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $142K in Q3 2021.
205 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.