JFS Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

JFS Wealth 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 Q2	$6.22K	Sell	123 -27	-18%	-$1.36K	﹤0.01%	1199
2026 Q1	$7.59K	Buy	+150	New	+$7.59K	﹤0.01%	1051
2023 Q3	–	Sell	-7,084	Closed	-$356K	–	1983
2023 Q2	$356K	Hold	7,084	–	–	0.03%	167
2023 Q1	$356K	Sell	7,084 -52,930	-88%	-$2.66M	0.03%	166
2022 Q4	$3M	Hold	60,014	–	–	0.29%	58
2022 Q3	$3M	Sell	60,014 -2,385	-4%	-$119K	0.33%	50
2022 Q2	$3.12M	Hold	62,399	–	–	0.33%	53
2022 Q1	$3.13M	Buy	62,399 +2,385	+4%	+$120K	0.3%	65
2021 Q4	$3.02M	Buy	60,014 +10,279	+21%	+$518K	0.29%	70
2021 Q3	$2.51M	Buy	49,735 +29,631	+147%	+$1.5M	0.26%	73
2021 Q2	$1.02M	Buy	20,104 +19,897	+9,612%	+$1M	0.15%	90
2021 Q1	$10K	Hold	207	–	–	﹤0.01%	416
2020 Q4	$10K	Hold	207	–	–	﹤0.01%	420
2020 Q3	$10K	Buy	+207	New	+$10.5K	﹤0.01%	400

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

JFS Wealth Advisors's ICSH Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 18% in Q2 2026, selling an estimated $1.36K and leaving 123 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

JFS Wealth Advisors first reported a position in ICSH in Q3 2020 and has held it in 14 quarters since. The position peaked at $3.13M in Q1 2022. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

JFS Wealth Advisors held 123 shares of iShares Ultra Short Duration Bond Active ETF worth $6.22K as of Q2 2026.
JFS Wealth Advisors sold 27 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.36K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1199 holding.
JFS Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 14 quarters since.
JFS Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.13M in Q1 2022.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.