Hudson Oak Wealth Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Hudson Oak Wealth Advisory’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	$4.07M	Buy	80,420 +5,458	+7%	+$276K	3.14%	11
2026 Q1	$3.79M	Buy	74,962 +2,265	+3%	+$115K	3.3%	10
2025 Q4	$3.68M	Buy	+72,697	New	+$3.68M	3.24%	10

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

Hudson Oak Wealth Advisory's ICSH Position: Q2 2026 in Review

Hudson Oak Wealth Advisory increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.3% in Q2 2026, buying an estimated $276K and bringing the position to 80,420 shares worth $4.07M. The position accounts for 3.14% of the portfolio, ranked #11.

Hudson Oak Wealth Advisory first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Hudson Oak Wealth Advisory held 80,420 shares of iShares Ultra Short Duration Bond Active ETF worth $4.07M as of Q2 2026.
Hudson Oak Wealth Advisory bought 5,458 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $276K.
iShares Ultra Short Duration Bond Active ETF made up 3.14% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #11 holding.
Hudson Oak Wealth Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
550 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.