MSWM
ICSH icon

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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

McGlone Suttner Wealth Management's ICSH Position: Q1 2026 in Review

McGlone Suttner Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 4,526 shares — an estimated $229K sold.

McGlone Suttner Wealth Management first reported a position in ICSH in Q4 2022 and held it in 13 quarters. The position peaked at $993K in Q4 2022. 528 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

  • McGlone Suttner Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 4,526 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $229K.
  • McGlone Suttner Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 13 quarters.
  • McGlone Suttner Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $993K in Q4 2022.
  • 528 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.