LWM
ICSH icon

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

LongView 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 		$2.31M Sell
45,641
-36,864
-45% -$1.86M 0.59% 45
2026
Q1 		$4.17M Sell
82,505
-46,524
-36% -$2.36M 1.05% 23
2025
Q4 		$6.53M Buy
129,029
+4,829
+4% +$245K 1.58% 15
2025
Q3 		$6.3M Buy
124,200
+4,979
+4% +$252K 1.71% 14
2025
Q2 		$6.05M Buy
119,221
+369
+0.3% +$18.7K 1.83% 12
2025
Q1 		$6.03M Buy
118,852
+1,443
+1% +$73K 1.81% 14
2024
Q4 		$5.92M Buy
117,409
+1,499
+1% +$75.8K 1.8% 13
2024
Q3 		$5.88M Buy
115,910
+10,664
+10% +$539K 1.88% 12
2024
Q2 		$5.32M Sell
105,246
-167
-0.2% -$8.42K 1.96% 11
2024
Q1 		$5.33M Buy
105,413
+10,371
+11% +$523K 2.11% 9
2023
Q4 		$4.79M Buy
+95,042
New +$4.78M 2.14% 7

Other funds holding ICSH

Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

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

LongView Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 45% in Q2 2026, selling an estimated $1.86M and leaving 45,641 shares worth $2.31M. The position accounts for 0.59% of the portfolio, ranked #45.

LongView Wealth Management first reported a position in ICSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.53M in Q4 2025. 95 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • LongView Wealth Management held 45,641 shares of iShares Ultra Short Duration Bond Active ETF worth $2.31M as of Q2 2026.
  • LongView Wealth Management sold 36,864 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.86M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.59% of LongView Wealth Management's portfolio in Q2 2026, its #45 holding.
  • LongView Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
  • LongView Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $6.53M in Q4 2025.
  • 95 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.