Iron Gate Global Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Iron Gate Global 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 Q1	$59.6M	Buy	1,178,093 +163,174	+16%	+$8.26M	6.3%	7
2025 Q4	$51.3M	Buy	1,014,919 +171,741	+20%	+$8.7M	5.26%	9
2025 Q3	$42.8M	Buy	843,178 +25,736	+3%	+$1.3M	4.37%	10
2025 Q2	$41.5M	Buy	817,442 +132,215	+19%	+$6.69M	4.62%	9
2025 Q1	$34.7M	Buy	685,227 +98,751	+17%	+$4.99M	4.79%	8
2024 Q4	$29.6M	Buy	586,476 +580,119	+9,126%	+$29.3M	4.17%	9
2024 Q3	$323K	Sell	6,357 -170	-3%	-$8.6K	0.05%	63
2024 Q2	$330K	Sell	6,527 -50	-0.8%	-$2.52K	0.05%	67
2024 Q1	$331K	Sell	6,577 -32,730	-83%	-$1.65M	0.06%	72
2023 Q4	$1.98M	Buy	39,307 +1,736	+5%	+$87.3K	0.39%	28
2023 Q3	$1.89M	Sell	37,571 -983	-3%	-$49.4K	0.43%	27
2023 Q2	$1.94M	Sell	38,554 -2,663	-6%	-$134K	0.42%	28
2023 Q1	$2.07M	Sell	41,217 -259,129	-86%	-$13M	0.51%	26
2022 Q4	$15M	Sell	300,346 -833	-0.3%	-$41.6K	4.11%	9
2022 Q3	$15.1M	Buy	301,179 +151,657	+101%	+$7.59M	4.22%	10
2022 Q2	$15M	Sell	149,522 -113,204	-43%	-$5.67M	4.12%	10
2022 Q1	$13.2M	Buy	262,726 +34,872	+15%	+$1.75M	3.01%	11
2021 Q4	$11.7M	Buy	227,854 +177,687	+354%	+$8.96M	2.76%	12
2021 Q3	$2.53M	Buy	50,167 +30,059	+149%	+$1.52M	0.69%	20
2021 Q2	$1.01M	Buy	20,108 +11,343	+129%	+$573K	0.29%	38
2021 Q1	$442K	Buy	+8,765	New	+$443K	0.14%	65
2020 Q4	–	Sell	-19,799	Closed	-$1M	–	99
2020 Q3	$1M	Sell	19,799 -2,438	-11%	-$123K	0.42%	32
2020 Q2	$1.12M	Sell	22,237 -4,266	-16%	-$215K	0.55%	27
2020 Q1	$1.32M	Sell	26,503 -220,469	-89%	-$11.1M	0.9%	21
2019 Q4	$12.4M	Buy	246,972 +157,259	+175%	+$7.92M	7.1%	4
2019 Q3	$4.52M	Buy	89,713 +68,629	+326%	+$3.46M	2.74%	11
2019 Q2	$1.06M	Buy	+21,084	New	+$1.06M	0.71%	25

Other funds holding ICSH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Iron Gate Global Advisors's ICSH Position: Q1 2026 in Review

Iron Gate Global Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 16% in Q1 2026, buying an estimated $8.26M and bringing the position to 1,178,093 shares worth $59.6M. The position accounts for 6.3% of the portfolio, ranked #7.

Iron Gate Global Advisors first reported a position in ICSH in Q2 2019 and has held it in 27 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Iron Gate Global Advisors held 1,178,093 shares of iShares Ultra Short Duration Bond Active ETF worth $59.6M as of Q1 2026.
Iron Gate Global Advisors bought 163,174 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $8.26M.
iShares Ultra Short Duration Bond Active ETF made up 6.3% of Iron Gate Global Advisors's portfolio in Q1 2026, its #7 holding.
Iron Gate Global Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2019 and has held it in 27 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Iron Gate Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.