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 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

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

Howard Wealth Management's ICSH Position: Q2 2026 in Review

Howard Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 5.7% in Q2 2026, buying an estimated $17K and bringing the position to 6,231 shares worth $315K. The position accounts for 0.12% of the portfolio, ranked #109.

Howard Wealth Management first reported a position in ICSH in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.12M in Q4 2020. 205 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Howard Wealth Management held 6,231 shares of iShares Ultra Short Duration Bond Active ETF worth $315K as of Q2 2026.
Howard Wealth Management bought 337 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $17K.
iShares Ultra Short Duration Bond Active ETF made up 0.12% of Howard Wealth Management's portfolio in Q2 2026, its #109 holding.
Howard Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 15 quarters since.
Howard Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.12M in Q4 2020.
205 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.