JGP Wealth Management
ICSH icon

JGP Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

JGP Wealth Management’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 		$504K Buy
10,002
+905
+10% +$45.7K 0.04% 156
2026
Q2 		$460K Buy
9,097
+257
+3% +$13K 0.04% 156
2026
Q1 		$447K Sell
8,840
-7,617
-46% -$386K 0.05% 153
2025
Q4 		$832K Sell
16,457
-2,821
-15% -$143K 0.09% 123
2025
Q3 		$975K Buy
+19,278
New +$976K 0.11% 106

Other funds holding ICSH

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

JGP Wealth Management's ICSH Position: Q3 2026 in Review

JGP Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 9.9% in Q3 2026, buying an estimated $45.7K and bringing the position to 10,002 shares worth $504K. The position accounts for 0.04% of the portfolio, ranked #156.

JGP Wealth Management first reported a position in ICSH in Q3 2025 and has held it in 5 quarters since. The position peaked at $975K in Q3 2025. 227 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • JGP Wealth Management held 10,002 shares of iShares Ultra Short Duration Bond Active ETF worth $504K as of Q3 2026.
  • JGP Wealth Management bought 905 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $45.7K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.04% of JGP Wealth Management's portfolio in Q3 2026, its #156 holding.
  • JGP Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
  • JGP Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $975K in Q3 2025.
  • 227 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.