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J. M. Brown & Associates’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

J. M. Brown & Associates’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 		$664K Buy
+13,134
New +$664K 0.38% 86

Other funds holding ICSH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

J. M. Brown & Associates's ICSH Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 13,134 shares worth $664K. The stake represents 0.38% of the portfolio and ranks #86 among its holdings.

529 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • J. M. Brown & Associates held 13,134 shares of iShares Ultra Short Duration Bond Active ETF worth $664K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new J. M. Brown & Associates position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.38% of J. M. Brown & Associates's portfolio in Q2 2026, its #86 holding.
  • 529 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.