IFG Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

IFG 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	$10.7K	Buy	+212	New	+$10.7K	﹤0.01%	1822
2022 Q3	–	Sell	-8,450	Closed	-$422K	–	528
2022 Q2	$422K	Sell	8,450 -2,000	-19%	-$100K	0.04%	312
2022 Q1	$524K	Hold	10,450	–	–	0.05%	301
2021 Q4	$526K	Buy	10,450 +1,600	+18%	+$80.7K	0.05%	290
2021 Q3	$446K	Buy	+8,850	New	+$447K	0.05%	320
2020 Q4	–	Sell	-5,550	Closed	-$280K	–	451
2020 Q3	$280K	Sell	5,550 -7,250	-57%	-$367K	0.05%	334
2020 Q2	$647K	Buy	+12,800	New	+$645K	0.12%	194
2020 Q1	–	Sell	-58,720	Closed	-$2.96M	–	388
2019 Q4	$2.96M	Sell	58,720 -800	-1%	-$40.3K	0.54%	41
2019 Q3	$3M	Buy	59,520 +6,680	+13%	+$336K	0.58%	39
2019 Q2	$2.66M	Buy	52,840 +13,100	+33%	+$659K	0.47%	46
2019 Q1	$2M	Buy	39,740 +7,950	+25%	+$399K	0.38%	59
2018 Q4	$1.59M	Buy	31,790 +23,490	+283%	+$1.18M	0.38%	63
2018 Q3	$416K	Buy	+8,300	New	+$416K	0.08%	236

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

IFG Advisory's ICSH Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 212 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #1822 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ICSH as recently as Q2 2022.

IFG Advisory first reported a position in ICSH in Q3 2018 and has held it in 13 quarters since. The position peaked at $3M in Q3 2019. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

IFG Advisory held 212 shares of iShares Ultra Short Duration Bond Active ETF worth $10.7K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new IFG Advisory position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1822 holding.
IFG Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2018 and has held it in 13 quarters since.
IFG Advisory's iShares Ultra Short Duration Bond Active ETF position peaked at $3M in Q3 2019.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.