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

Kingsview 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	$356K	Sell	7,042 -3,848	-35%	-$194K	﹤0.01%	1113
2026 Q1	$551K	Buy	10,890 +2,666	+32%	+$135K	0.01%	870
2025 Q4	$416K	Sell	8,224 -178	-2%	-$9.01K	0.01%	911
2025 Q3	$426K	Sell	8,402 -73,356	-90%	-$3.71M	0.01%	853
2025 Q2	$4.15M	Buy	81,758 +2,645	+3%	+$134K	0.07%	281
2025 Q1	$4.01M	Buy	79,113 +1,712	+2%	+$86.6K	0.08%	249
2024 Q4	$3.9M	Buy	77,401 +43,381	+128%	+$2.19M	0.08%	244
2024 Q3	$1.73M	Buy	34,020 +1,605	+5%	+$81.2K	0.04%	408
2024 Q2	$1.64M	Sell	32,415 -200	-0.6%	-$10.1K	0.04%	394
2024 Q1	$1.65M	Buy	32,615 +1,991	+7%	+$100K	0.04%	380
2023 Q4	$1.54M	Buy	30,624 +2,202	+8%	+$111K	0.05%	342
2023 Q3	$1.43M	Sell	28,422 -2,956	-9%	-$149K	0.05%	351
2023 Q2	$1.58M	Sell	31,378 -9,351	-23%	-$470K	0.06%	296
2023 Q1	$2.05M	Sell	40,729 -5,108	-11%	-$256K	0.09%	234
2022 Q4	$2.29M	Sell	45,837 -9,597	-17%	-$480K	0.1%	218
2022 Q3	$2.77M	Sell	55,434 -184	-0.3%	-$9.21K	0.13%	176
2022 Q2	$2.78M	Sell	55,618 -5,416	-9%	-$271K	0.13%	173
2022 Q1	$3.06M	Sell	61,034 -160	-0.3%	-$8.04K	0.13%	168
2021 Q4	$3.08M	Buy	61,194 +17,787	+41%	+$897K	0.13%	174
2021 Q3	$2.19M	Buy	43,407 +9,640	+29%	+$487K	0.1%	208
2021 Q2	$1.71M	Buy	33,767 +8,388	+33%	+$424K	0.08%	258
2021 Q1	$1.28M	Buy	25,379 +10,594	+72%	+$535K	0.07%	276
2020 Q4	$747K	Sell	14,785 -355	-2%	-$17.9K	0.05%	343
2020 Q3	$766K	Buy	+15,140	New	+$765K	0.07%	275
2020 Q2	–	Sell	-6,300	Closed	-$315K	–	632
2020 Q1	$315K	Buy	+6,300	New	+$316K	0.04%	346

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

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

Kingsview Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 35% in Q2 2026, selling an estimated $194K and leaving 7,042 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Kingsview Wealth Management first reported a position in ICSH in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.15M in Q2 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Kingsview Wealth Management held 7,042 shares of iShares Ultra Short Duration Bond Active ETF worth $356K as of Q2 2026.
Kingsview Wealth Management sold 3,848 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $194K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1113 holding.
Kingsview Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 25 quarters since.
Kingsview Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $4.15M in Q2 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.