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

HighTower 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	$22M	Buy	435,680 +306,772	+238%	+$15.5M	0.02%	613
2026 Q1	$6.53M	Buy	128,908 +6,602	+5%	+$334K	0.01%	1068
2025 Q4	$6.19M	Buy	122,306 +26,616	+28%	+$1.35M	0.01%	1066
2025 Q3	$4.86M	Buy	95,690 +6,150	+7%	+$311K	0.01%	1144
2025 Q2	$4.54M	Buy	89,540 +8,450	+10%	+$427K	0.01%	1129
2025 Q1	$4.11M	Sell	81,090 -6,581	-8%	-$333K	0.01%	1140
2024 Q4	$4.42M	Buy	87,671 +6,857	+8%	+$347K	0.01%	1100
2024 Q3	$4.09M	Sell	80,814 -26,406	-25%	-$1.34M	0.01%	1115
2024 Q2	$5.4M	Buy	107,220 +26,935	+34%	+$1.36M	0.01%	972
2024 Q1	$4.05M	Sell	80,285 -48,877	-38%	-$2.47M	0.01%	1052
2023 Q4	$6.5M	Sell	129,162 -10,601	-8%	-$533K	0.01%	864
2023 Q3	$7.03M	Sell	139,763 -27,217	-16%	-$1.37M	0.01%	780
2023 Q2	$8.39M	Buy	166,980 +7,308	+5%	+$367K	0.02%	701
2023 Q1	$8.02M	Sell	159,672 -15,836	-9%	-$794K	0.02%	692
2022 Q4	$8.79M	Sell	175,508 -36,155	-17%	-$1.81M	0.02%	660
2022 Q3	$10.6M	Sell	211,663 -72,026	-25%	-$3.6M	0.03%	548
2022 Q2	$14.2M	Buy	283,689 +34,648	+14%	+$1.74M	0.04%	446
2022 Q1	$12.5M	Buy	249,041 +79,872	+47%	+$4.01M	0.03%	536
2021 Q4	$8.5M	Buy	169,169 +19,977	+13%	+$1.01M	0.02%	666
2021 Q3	$7.52M	Buy	149,192 +17,090	+13%	+$863K	0.02%	661
2021 Q2	$6.65M	Sell	132,102 -17,202	-12%	-$869K	0.02%	686
2021 Q1	$7.53M	Buy	149,304 +809	+0.5%	+$40.9K	0.02%	587
2020 Q4	$7.49M	Sell	148,495 -30,137	-17%	-$1.52M	0.03%	451
2020 Q3	$9.03M	Sell	178,632 -3,960	-2%	-$200K	0.04%	370
2020 Q2	$9.23M	Sell	182,592 -318,411	-64%	-$16M	0.05%	340
2020 Q1	$25M	Buy	501,003 +332,019	+196%	+$16.7M	0.16%	138
2019 Q4	$8.5M	Buy	168,984 +28,872	+21%	+$1.45M	0.05%	378
2019 Q3	$7.05M	Sell	140,112 -28,198	-17%	-$1.42M	0.04%	437
2019 Q2	$8.47M	Sell	168,310 -21,119	-11%	-$1.06M	0.05%	365
2019 Q1	$9.53M	Sell	189,429 -25,552	-12%	-$1.28M	0.06%	309
2018 Q4	$10.8M	Buy	214,981 +70,957	+49%	+$3.56M	0.08%	251
2018 Q3	$7.22M	Buy	+144,024	New	+$7.22M	0.05%	391

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 20.41% 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

HighTower Advisors's ICSH Position: Q2 2026 in Review

HighTower Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 238% in Q2 2026, buying an estimated $15.5M and bringing the position to 435,680 shares worth $22M. The position accounts for 0.02% of the portfolio, ranked #613.

HighTower Advisors first reported a position in ICSH in Q3 2018 and has held it in 32 quarters since. The position peaked at $25M in Q1 2020. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

HighTower Advisors held 435,680 shares of iShares Ultra Short Duration Bond Active ETF worth $22M as of Q2 2026.
HighTower Advisors bought 306,772 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $15.5M.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #613 holding.
HighTower Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and has held it in 32 quarters since.
HighTower Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $25M in Q1 2020.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.