MBE Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MBE 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 Q2	$397K	Buy	+7,846	New	+$396K	0.14%	99
2026 Q1	–	Sell	-6,063	Closed	-$307K	–	143
2025 Q4	$307K	Buy	6,063 +87	+1%	+$4.41K	0.13%	102
2025 Q3	$303K	Sell	5,976 -3,865	-39%	-$196K	0.13%	100
2025 Q2	$499K	Buy	+9,841	New	+$498K	0.22%	60
2022 Q1	–	Sell	-4,509	Closed	-$227K	–	70
2021 Q4	$227K	Sell	4,509 -147	-3%	-$7.41K	0.12%	54
2021 Q3	$235K	Sell	4,656 -1,083	-19%	-$54.7K	0.12%	51
2021 Q2	$290K	Buy	+5,739	New	+$290K	0.15%	40

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MBE Wealth Management's ICSH Position: Q2 2026 in Review

MBE Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 7,846 shares worth $397K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in ICSH as recently as Q4 2025.

MBE Wealth Management first reported a position in ICSH in Q2 2021 and has held it in 7 quarters since. The position peaked at $499K in Q2 2025. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

MBE Wealth Management held 7,846 shares of iShares Ultra Short Duration Bond Active ETF worth $397K as of Q2 2026.
iShares Ultra Short Duration Bond Active ETF was a new MBE Wealth Management position in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.14% of MBE Wealth Management's portfolio in Q2 2026, its #99 holding.
MBE Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 7 quarters since.
MBE Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $499K in Q2 2025.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.