Medallion Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Medallion Wealth Advisors’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	$4.55K	Hold	90	–	–	﹤0.01%	872
2026 Q1	$4.56K	Hold	90	–	–	﹤0.01%	890
2025 Q4	$4.55K	Hold	90	–	–	﹤0.01%	877
2025 Q3	$4.57K	Hold	90	–	–	﹤0.01%	869
2025 Q2	$4.56K	Hold	90	–	–	﹤0.01%	851
2025 Q1	$4.55K	Buy	90 +20	+29%	+$1.01K	﹤0.01%	802
2024 Q4	$3.54K	Buy	+70	New	+$3.54K	﹤0.01%	783

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

Medallion Wealth Advisors's ICSH Position: Q2 2026 in Review

Medallion Wealth Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 90 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Medallion Wealth Advisors first reported a position in ICSH in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.57K in Q3 2025. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Medallion Wealth Advisors held 90 shares of iShares Ultra Short Duration Bond Active ETF worth $4.55K as of Q2 2026.
Medallion Wealth Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #872 holding.
Medallion Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $4.57K in Q3 2025.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.