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 Q3	$275K	Sell	5,463 -2,383	-30%	-$120K	0.1%	134
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

Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

MBE Wealth Management's ICSH Position: Q3 2026 in Review

MBE Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 30% in Q3 2026, selling an estimated $120K and leaving 5,463 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #134.

MBE Wealth Management first reported a position in ICSH in Q2 2021 and has held it in 8 quarters since. The position peaked at $499K in Q2 2025. 517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

MBE Wealth Management held 5,463 shares of iShares Ultra Short Duration Bond Active ETF worth $275K as of Q3 2026.
MBE Wealth Management sold 2,383 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $120K.
iShares Ultra Short Duration Bond Active ETF made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #134 holding.
MBE Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 8 quarters since.
MBE Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $499K in Q2 2025.
517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.