Kingsview Wealth Management
ICSH icon

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
Q3 		$351K Sell
6,963
-79
-1% -$3.99K ﹤0.01% 1109
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 		$1.7M 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

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.1% in Q3 2026, selling an estimated $3.99K and leaving 6,963 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Kingsview Wealth Management first reported a position in ICSH in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.15M in Q2 2025. 517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Kingsview Wealth Management held 6,963 shares of iShares Ultra Short Duration Bond Active ETF worth $351K as of Q3 2026.
  • Kingsview Wealth Management sold 79 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $3.99K.
  • iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1109 holding.
  • Kingsview Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $4.15M in Q2 2025.
  • 517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.