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 Q3	$2.38M	Buy	47,139 +1,498	+3%	+$75.6K	0.57%	45
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

BCA

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

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

LongView Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 3.3% in Q3 2026, buying an estimated $75.6K and bringing the position to 47,139 shares worth $2.38M. The position accounts for 0.57% of the portfolio, ranked #45.

LongView Wealth Management first reported a position in ICSH in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.53M in Q4 2025. 119 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

LongView Wealth Management held 47,139 shares of iShares Ultra Short Duration Bond Active ETF worth $2.38M as of Q3 2026.
LongView Wealth Management bought 1,498 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $75.6K.
iShares Ultra Short Duration Bond Active ETF made up 0.57% of LongView Wealth Management's portfolio in Q3 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 12 quarters since.
LongView Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $6.53M in Q4 2025.
119 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.