Howard Wealth Management
ICSH icon

Howard Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Howard Wealth Management’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 		$317K Buy
6,283
+52
+0.8% +$2.62K 0.11% 107
2026
Q2 		$315K Buy
6,231
+337
+6% +$17K 0.12% 109
2026
Q1 		$298K Buy
5,894
+413
+8% +$20.9K 0.13% 109
2025
Q4 		$277K Buy
5,481
+1,291
+31% +$65.4K 0.12% 106
2025
Q3 		$213K Buy
+4,190
New +$212K 0.1% 125
2023
Q1 		– Sell
-4,211
Closed -$211K – 113
2022
Q4 		$211K Sell
4,211
-2,097
-33% -$105K 0.17% 108
2022
Q3 		$315K Buy
+6,308
New +$316K 0.22% 86
2022
Q2 		– Sell
-17,395
Closed -$872K – 89
2022
Q1 		$872K Sell
17,395
-819
-4% -$41.2K 0.48% 54
2021
Q4 		$917K Sell
18,214
-2,463
-12% -$124K 0.48% 54
2021
Q3 		$1.04M Sell
20,677
-1,188
-5% -$60K 0.58% 49
2021
Q2 		$1.1M Sell
21,865
-98
-0.4% -$4.95K 0.61% 46
2021
Q1 		$1.11M Sell
21,963
-289
-1% -$14.6K 0.65% 40
2020
Q4 		$1.12M Buy
22,252
+675
+3% +$34.1K 0.7% 38
2020
Q3 		$1.09M Buy
21,577
+5,990
+38% +$303K 0.78% 35
2020
Q2 		$788K Buy
15,587
+9,890
+174% +$498K 0.64% 41
2020
Q1 		$284K Buy
+5,697
New +$286K 0.3% 81

Other funds holding ICSH

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Howard Wealth Management's ICSH Position: Q3 2026 in Review

Howard Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.83% in Q3 2026, buying an estimated $2.62K and bringing the position to 6,283 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #107.

Howard Wealth Management first reported a position in ICSH in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.12M in Q4 2020. 219 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Howard Wealth Management held 6,283 shares of iShares Ultra Short Duration Bond Active ETF worth $317K as of Q3 2026.
  • Howard Wealth Management bought 52 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $2.62K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.11% of Howard Wealth Management's portfolio in Q3 2026, its #107 holding.
  • Howard Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 16 quarters since.
  • Howard Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.12M in Q4 2020.
  • 219 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.