MHR
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Matthew Hamilton Rosenberg’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Matthew Hamilton Rosenberg’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 		$33.8K Hold
670
– – 0.01% 499
2026
Q2 		$33.9K Hold
670
– – 0.01% 486
2026
Q1 		$33.9K Hold
670
– – 0.01% 478
2025
Q4 		$33.9K Buy
670
+419
+167% +$21.2K 0.01% 475
2025
Q3 		$12.7K Hold
251
– – ﹤0.01% 604
2025
Q2 		$12.7K Hold
251
– – ﹤0.01% 629
2025
Q1 		$12.7K Hold
251
– – ﹤0.01% 599
2024
Q4 		$12.7K Sell
251
-399
-61% -$20.2K ﹤0.01% 595
2024
Q3 		$33K Buy
650
+399
+159% +$20.2K 0.01% 493
2024
Q2 		$12.6K Sell
251
-399
-61% -$20.1K ﹤0.01% 571
2024
Q1 		$32.7K Hold
650
– – 0.01% 479
2023
Q4 		$32.7K Hold
650
– – 0.01% 481
2023
Q3 		$32.7K Sell
650
-923
-59% -$46.4K 0.01% 470
2023
Q2 		$79.1K Buy
1,573
+71
+5% +$3.56K 0.03% 347
2023
Q1 		$75.5K Hold
1,502
– – 0.02% 368
2022
Q4 		$75.2K Sell
1,502
-3,830
-72% -$191K 0.03% 362
2022
Q3 		$267K Hold
5,332
– – 0.1% 116
2022
Q2 		$267K Buy
5,332
+399
+8% +$20K 0.1% 118
2022
Q1 		$247K Buy
4,933
+1,687
+52% +$84.8K 0.09% 156
2021
Q4 		$164K Buy
3,246
+242
+8% +$12.2K 0.06% 221
2021
Q3 		$152K Buy
3,004
+345
+13% +$17.4K 0.06% 213
2021
Q2 		$134K Buy
2,659
+40
+2% +$2.02K 0.07% 211
2021
Q1 		$132K Sell
2,619
-36
-1% -$1.82K 0.08% 197
2020
Q4 		$134K Buy
2,655
+777
+41% +$39.3K 0.08% 175
2020
Q3 		$95K Buy
1,878
+46
+3% +$2.33K 0.07% 216
2020
Q2 		$93K Buy
+1,832
New +$92.3K 0.07% 209

Other funds holding ICSH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

Matthew Hamilton Rosenberg's ICSH Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q3 2026 at 670 shares worth $33.8K. The position accounts for 0.01% of the portfolio, ranked #499.

Matthew Hamilton Rosenberg first reported a position in ICSH in Q2 2020 and has held it in 26 quarters since. The position peaked at $267K in Q3 2022. 36 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Matthew Hamilton Rosenberg held 670 shares of iShares Ultra Short Duration Bond Active ETF worth $33.8K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #499 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's iShares Ultra Short Duration Bond Active ETF position peaked at $267K in Q3 2022.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.