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

McGlone Suttner 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
Q1 		– Sell
-4,526
Closed -$229K – 194
2025
Q4 		$229K Hold
4,526
– – 0.03% 178
2025
Q3 		$230K Sell
4,526
-1
-0% -$51 0.03% 186
2025
Q2 		$230K Buy
4,527
+1
+0% +$51 0.03% 180
2025
Q1 		$229K Sell
4,526
-1
-0% -$51 0.04% 174
2024
Q4 		$228K Sell
4,527
-694
-13% -$35.1K 0.04% 162
2024
Q3 		$265K Sell
5,221
-3,189
-38% -$161K 0.06% 143
2024
Q2 		$424K Buy
8,410
+2,101
+33% +$106K 0.09% 93
2024
Q1 		$319K Sell
6,309
-2,101
-25% -$106K 0.06% 128
2023
Q4 		$424K Buy
8,410
+94
+1% +$4.73K 0.08% 93
2023
Q3 		$419K Buy
8,316
+66
+0.8% +$3.32K 0.1% 83
2023
Q2 		$415K Sell
8,250
-1,950
-19% -$97.9K 0.09% 86
2023
Q1 		$513K Sell
10,200
-9,649
-49% -$484K 0.13% 71
2022
Q4 		$993K Buy
+19,849
New +$992K 0.32% 41

Other funds holding ICSH

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return