LGL Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

LGL Partners’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	$503K	Buy	+9,939	New	+$502K	0.18%	35

Other funds holding ICSH

Wealth Enhancement Advisory Services

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

LGL Partners's ICSH Position: Q2 2026 in Review

LGL Partners opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 9,939 shares worth $503K. The stake represents 0.18% of the portfolio and ranks #35 among its holdings.

266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

LGL Partners held 9,939 shares of iShares Ultra Short Duration Bond Active ETF worth $503K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new LGL Partners position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.18% of LGL Partners's portfolio in Q2 2026, its #35 holding.
266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.