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IRON Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

IRON Financial’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 		$5.11M Buy
101,049
+1,361
+1% +$68.8K 2.11% 12
2026
Q1 		$5.05M Buy
99,688
+4,756
+5% +$241K 2.21% 13
2025
Q4 		$4.8M Buy
94,932
+80,082
+539% +$4.06M 2.21% 12
2025
Q3 		$754K Buy
+14,850
New +$752K 0.36% 56
2020
Q2 		– Sell
-10,402
Closed -$520K – 114
2020
Q1 		$520K Buy
+10,402
New +$522K 0.33% 42

Other funds holding ICSH

Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

IRON Financial's ICSH Position: Q2 2026 in Review

IRON Financial increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.4% in Q2 2026, buying an estimated $68.8K and bringing the position to 101,049 shares worth $5.11M. The position accounts for 2.11% of the portfolio, ranked #12.

IRON Financial first reported a position in ICSH in Q1 2020 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • IRON Financial held 101,049 shares of iShares Ultra Short Duration Bond Active ETF worth $5.11M as of Q2 2026.
  • IRON Financial bought 1,361 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $68.8K.
  • iShares Ultra Short Duration Bond Active ETF made up 2.11% of IRON Financial's portfolio in Q2 2026, its #12 holding.
  • IRON Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 5 quarters since.
  • 266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.