Mather Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Mather Group’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	$61.7K	Sell	1,225 -750	-38%	-$37.8K	﹤0.01%	1097
2026 Q2	$100K	Buy	1,975 +750	+61%	+$37.9K	﹤0.01%	948
2026 Q1	$62K	Buy	+1,225	New	+$62K	﹤0.01%	1008
2025 Q4	–	Sell	-1,225	Closed	-$62.2K	–	1101
2025 Q3	$62.2K	Buy	+1,225	New	+$62K	﹤0.01%	856
2025 Q2	–	Sell	-1,225	Closed	-$62.1K	–	1116
2025 Q1	$62.1K	Hold	1,225	–	–	﹤0.01%	860
2024 Q4	$61.8K	Hold	1,225	–	–	﹤0.01%	829
2024 Q3	$62.2K	Sell	1,225 -950	-44%	-$48.1K	﹤0.01%	835
2024 Q2	$110K	Buy	2,175 +1,200	+123%	+$60.5K	﹤0.01%	782
2024 Q1	$49.1K	Buy	+975	New	+$49.2K	﹤0.01%	875
2023 Q3	–	Sell	-74,087	Closed	-$3.73M	–	575
2023 Q2	$3.73M	Buy	+74,087	New	+$3.72M	0.06%	116

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

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

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

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

Mather Group's ICSH Position: Q3 2026 in Review

Mather Group reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 38% in Q3 2026, selling an estimated $37.8K and leaving 1,225 shares worth $61.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

Mather Group first reported a position in ICSH in Q2 2023 and has held it in 10 quarters since. The position peaked at $3.73M in Q2 2023. 154 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Mather Group held 1,225 shares of iShares Ultra Short Duration Bond Active ETF worth $61.7K as of Q3 2026.
Mather Group sold 750 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $37.8K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1097 holding.
Mather Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2023 and has held it in 10 quarters since.
Mather Group's iShares Ultra Short Duration Bond Active ETF position peaked at $3.73M in Q2 2023.
154 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.