IFG
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Independent Financial Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Independent Financial Group’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 		$12.6M Buy
+249,372
New +$12.6M 0.23% 75

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

Independent Financial Group's ICSH Position: Q3 2026 in Review

Independent Financial Group opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 249,372 shares worth $12.6M. The stake represents 0.23% of the portfolio and ranks #75 among its holdings.

61 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Independent Financial Group held 249,372 shares of iShares Ultra Short Duration Bond Active ETF worth $12.6M as of Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Independent Financial Group position in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.23% of Independent Financial Group's portfolio in Q3 2026, its #75 holding.
  • 61 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.