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 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

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

WAG

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CSP

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

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

JGP Wealth Management's ICSH Position: Q2 2026 in Review

JGP Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.9% in Q2 2026, buying an estimated $13K and bringing the position to 9,097 shares worth $460K. 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 4 quarters since. The position peaked at $975K in Q3 2025. 206 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

JGP Wealth Management held 9,097 shares of iShares Ultra Short Duration Bond Active ETF worth $460K as of Q2 2026.
JGP Wealth Management bought 257 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $13K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of JGP Wealth Management's portfolio in Q2 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 4 quarters since.
JGP Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $975K in Q3 2025.
206 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.