IFP Advisors
ICSH icon

IFP Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

IFP Advisors’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 		$6.24M Buy
123,761
+67,326
+119% +$3.4M 0.11% 217
2026
Q2 		$2.85M Buy
56,435
+25,266
+81% +$1.28M 0.05% 391
2026
Q1 		$1.58M Buy
31,169
+2,588
+9% +$131K 0.03% 533
2025
Q4 		$1.45M Sell
28,581
-12,055
-30% -$610K 0.03% 521
2025
Q3 		$2.06M Sell
40,636
-33,085
-45% -$1.68M 0.05% 377
2025
Q2 		$3.74M Buy
73,721
+39,386
+115% +$1.99M 0.11% 206
2025
Q1 		$1.74M Buy
34,335
+6,879
+25% +$348K 0.05% 391
2024
Q4 		$1.38M Sell
27,456
-3,880
-12% -$196K 0.05% 439
2024
Q3 		$1.59M Sell
31,336
-5,763
-16% -$291K 0.06% 357
2024
Q2 		$1.87M Buy
37,099
+17,424
+89% +$879K 0.07% 279
2024
Q1 		$995K Sell
19,675
-24,278
-55% -$1.23M 0.04% 413
2023
Q4 		$2.21M Sell
43,953
-3,118
-7% -$157K 0.1% 216
2023
Q3 		$2.37M Buy
47,071
+27,900
+146% +$1.4M 0.11% 198
2023
Q2 		$964K Sell
19,171
-2,222
-10% -$112K 0.04% 439
2023
Q1 		$1.07M Sell
21,393
-113,898
-84% -$5.71M 0.05% 374
2022
Q4 		$6.76M Buy
135,291
+81,280
+150% +$4.06M 0.18% 102
2022
Q3 		$2.7M Buy
54,011
+21,473
+66% +$1.07M 0.07% 306
2022
Q2 		$1.63M Hold
32,538
– – 0.05% 413
2022
Q1 		$1.63M Buy
32,538
+22,880
+237% +$1.15M 0.05% 413
2021
Q4 		$485K Sell
9,658
-1,600
-14% -$80.7K 0.01% 604
2021
Q3 		$570K Sell
11,258
-400
-3% -$20.2K 0.01% 549
2021
Q2 		$590K Sell
11,658
-2,653
-19% -$134K 0.01% 499
2021
Q1 		$724K Sell
14,311
-11,707
-45% -$591K 0.01% 426
2020
Q4 		$1.32M Hold
26,018
– – 0.05% 284
2020
Q3 		$1.32M Buy
26,018
+17,311
+199% +$875K 0.08% 240
2020
Q2 		$441K Buy
8,707
+258
+3% +$13K 0.03% 442
2020
Q1 		$420K Sell
8,449
-23,304
-73% -$1.17M 0.04% 391
2019
Q4 		$1.59M Buy
+31,753
New +$1.6M 0.12% 200
2019
Q1 		– Sell
-1,174
Closed -$59K – 2839
2018
Q4 		$59K Buy
+1,174
New +$58.8K ﹤0.01% 1506

Other funds holding ICSH

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

IFP Advisors's ICSH Position: Q3 2026 in Review

IFP Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 119% in Q3 2026, buying an estimated $3.4M and bringing the position to 123,761 shares worth $6.24M. The position accounts for 0.11% of the portfolio, ranked #217.

IFP Advisors first reported a position in ICSH in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.76M in Q4 2022. 517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • IFP Advisors held 123,761 shares of iShares Ultra Short Duration Bond Active ETF worth $6.24M as of Q3 2026.
  • IFP Advisors bought 67,326 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $3.4M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.11% of IFP Advisors's portfolio in Q3 2026, its #217 holding.
  • IFP Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2018 and has held it in 29 quarters since.
  • IFP Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $6.76M in Q4 2022.
  • 517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.