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 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

UBS Group Zurich, Switzerland $666B 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's ICSH Position: Q1 2026 in Review

Medallion Wealth Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 90 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Medallion Wealth Advisors first reported a position in ICSH in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.57K in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Medallion Wealth Advisors held 90 shares of iShares Ultra Short Duration Bond Active ETF worth $4.56K as of Q1 2026.
Medallion Wealth Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #890 holding.
Medallion Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $4.57K in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.