HFS
ICSH icon

Hopwood Financial Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Hopwood Financial Services’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 		$316K Sell
6,240
-400
-6% -$20.2K 0.18% 63
2026
Q1 		$336K Hold
6,640
– – 0.23% 57
2025
Q4 		$336K Hold
6,640
– – 0.24% 60
2025
Q3 		$337K Hold
6,640
– – 0.23% 60
2025
Q2 		$337K Hold
6,640
– – 0.26% 49
2025
Q1 		$337K Hold
6,640
– – 0.26% 52
2024
Q4 		$335K Buy
+6,640
New +$336K 0.25% 51

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

Hopwood Financial Services's ICSH Position: Q2 2026 in Review

Hopwood Financial Services reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6% in Q2 2026, selling an estimated $20.2K and leaving 6,240 shares worth $316K. The position accounts for 0.18% of the portfolio, ranked #63.

Hopwood Financial Services first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q3 2025. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Hopwood Financial Services held 6,240 shares of iShares Ultra Short Duration Bond Active ETF worth $316K as of Q2 2026.
  • Hopwood Financial Services sold 400 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $20.2K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.18% of Hopwood Financial Services's portfolio in Q2 2026, its #63 holding.
  • Hopwood Financial Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's iShares Ultra Short Duration Bond Active ETF position peaked at $337K in Q3 2025.
  • 266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.