JKA
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Jones Kertz & Associates’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Jones Kertz & 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 		$258K Buy
5,100
+687
+16% +$34.7K 0.12% 64
2026
Q1 		$223K Hold
4,413
– – 0.12% 65
2025
Q4 		$223K Buy
+4,413
New +$223K 0.11% 63

Other funds holding ICSH

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
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
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Kertz & Associates's ICSH Position: Q2 2026 in Review

Jones Kertz & Associates increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 16% in Q2 2026, buying an estimated $34.7K and bringing the position to 5,100 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #64.

Jones Kertz & Associates first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 399 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Jones Kertz & Associates held 5,100 shares of iShares Ultra Short Duration Bond Active ETF worth $258K as of Q2 2026.
  • Jones Kertz & Associates bought 687 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $34.7K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.12% of Jones Kertz & Associates's portfolio in Q2 2026, its #64 holding.
  • Jones Kertz & Associates first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 399 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Jones Kertz & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.