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 Q3	$3.88M	Sell	76,968 -24,081	-24%	-$1.22M	1.61%	17
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

IRON Financial's ICSH Position: Q3 2026 in Review

IRON Financial reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 24% in Q3 2026, selling an estimated $1.22M and leaving 76,968 shares worth $3.88M. The position accounts for 1.61% of the portfolio, ranked #17.

IRON Financial first reported a position in ICSH in Q1 2020 and has held it in 6 quarters since. The position peaked at $5.11M in Q2 2026. 372 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

IRON Financial held 76,968 shares of iShares Ultra Short Duration Bond Active ETF worth $3.88M as of Q3 2026.
IRON Financial sold 24,081 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $1.22M.
iShares Ultra Short Duration Bond Active ETF made up 1.61% of IRON Financial's portfolio in Q3 2026, its #17 holding.
IRON Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 6 quarters since.
IRON Financial's iShares Ultra Short Duration Bond Active ETF position peaked at $5.11M in Q2 2026.
372 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on IRON Financial's 13F filing for Q3 2026, filed 23 Oct 2026.