Maryland Capital Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Maryland Capital 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	$569K	Buy	+11,250	New	+$568K	0.18%	47
2025 Q4	$569K	Hold	11,250	–	–	0.19%	50
2025 Q3	$571K	Hold	11,250	–	–	0.2%	51
2025 Q2	$570K	Sell	11,250 -963	-8%	-$48.7K	0.22%	50
2025 Q1	$619K	Hold	12,213	–	–	0.27%	39
2024 Q4	$616K	Hold	12,213	–	–	0.29%	43
2024 Q3	$620K	Sell	12,213 -14	-0.1%	-$708	0.3%	38
2024 Q2	$618K	Sell	12,227 -3,465	-22%	-$175K	0.33%	38
2024 Q1	$793K	Hold	15,692	–	–	0.49%	36
2023 Q4	$790K	Hold	15,692	–	–	0.52%	37
2023 Q3	$791K	Sell	15,692 -5,162	-25%	-$259K	0.6%	31
2023 Q2	$1.05M	Hold	20,854	–	–	0.84%	26
2023 Q1	$1.05M	Hold	20,854	–	–	0.93%	25
2022 Q4	$1.04M	Sell	20,854 -1,032	-5%	-$51.6K	0.97%	23
2022 Q3	$1.09M	Hold	21,886	–	–	1.15%	21
2022 Q2	$1.09M	Sell	21,886 -11,489	-34%	-$575K	1.16%	22
2022 Q1	$1.67M	Sell	33,375 -13	-0%	-$653	1.47%	20
2021 Q4	$1.68M	Buy	+33,388	New	+$1.68M	1.39%	21

Other funds holding ICSH

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

ETC

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

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

Maryland Capital Advisors's ICSH Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 11,250 shares worth $569K. The stake represents 0.18% of the portfolio and ranks #47 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in ICSH as recently as Q4 2025.

Maryland Capital Advisors first reported a position in ICSH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2021. 286 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Maryland Capital Advisors held 11,250 shares of iShares Ultra Short Duration Bond Active ETF worth $569K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new Maryland Capital Advisors position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.18% of Maryland Capital Advisors's portfolio in Q2 2026, its #47 holding.
Maryland Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 18 quarters since.
Maryland Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.68M in Q4 2021.
286 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.