J.W. Burns & Co’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

J.W. Burns & Co’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	$276K	Buy	+5,450	New	+$275K	0.03%	168

Other funds holding ICSH

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

J.W. Burns & Co's ICSH Position: Q2 2026 in Review

J.W. Burns & Co opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 5,450 shares worth $276K. The stake represents 0.03% of the portfolio and ranks #168 among its holdings.

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

J.W. Burns & Co held 5,450 shares of iShares Ultra Short Duration Bond Active ETF worth $276K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new J.W. Burns & Co position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #168 holding.
95 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.