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Market Street Wealth Management Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Market Street Wealth Management Advisors’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 		$594K Buy
11,736
+46
+0.4% +$2.32K 0.08% 75
2026
Q1 		$592K Buy
11,690
+49
+0.4% +$2.48K 0.09% 71
2025
Q4 		$589K Buy
11,641
+52
+0.4% +$2.63K 0.09% 69
2025
Q3 		$588K Buy
11,589
+240
+2% +$12.2K 0.09% 69
2025
Q2 		$576K Buy
11,349
+126
+1% +$6.37K 0.09% 68
2025
Q1 		$569K Buy
11,223
+250
+2% +$12.6K 0.1% 65
2024
Q4 		$553K Buy
10,973
+272
+3% +$13.7K 0.09% 68
2024
Q3 		$543K Buy
10,701
+1,222
+13% +$61.8K 0.09% 69
2024
Q2 		$479K Buy
9,479
+379
+4% +$19.1K 0.08% 68
2024
Q1 		$460K Buy
9,100
+121
+1% +$6.11K 0.08% 75
2023
Q4 		$452K Buy
8,979
+347
+4% +$17.5K 0.09% 76
2023
Q3 		$435K Buy
8,632
+25
+0.3% +$1.26K 0.11% 75
2023
Q2 		$433K Sell
8,607
-7,515
-47% -$377K 0.11% 70
2023
Q1 		$810K Sell
16,122
-7,713
-32% -$387K 0.21% 61
2022
Q4 		$1.19M Sell
23,835
-8,431
-26% -$421K 0.35% 53
2022
Q3 		$1.61M Sell
32,266
-33,717
-51% -$1.69M 0.51% 42
2022
Q2 		$3.3M Buy
+65,983
New +$3.3M 1.02% 23

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Market Street Wealth Management Advisors's ICSH Position: Q2 2026 in Review

Market Street Wealth Management Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.39% in Q2 2026, buying an estimated $2.32K and bringing the position to 11,736 shares worth $594K. The position accounts for 0.08% of the portfolio, ranked #75.

Market Street Wealth Management Advisors first reported a position in ICSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.3M in Q2 2022. 368 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Market Street Wealth Management Advisors held 11,736 shares of iShares Ultra Short Duration Bond Active ETF worth $594K as of Q2 2026.
  • Market Street Wealth Management Advisors bought 46 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $2.32K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.08% of Market Street Wealth Management Advisors's portfolio in Q2 2026, its #75 holding.
  • Market Street Wealth Management Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and has held it in 17 quarters since.
  • Market Street Wealth Management Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.3M in Q2 2022.
  • 368 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.