MJT & Associates Financial Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MJT & Associates Financial Advisory’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	$10.6M	Buy	209,677 +35,500	+20%	+$1.79M	6.84%	4
2026 Q2	$8.81M	Buy	174,177 +44,439	+34%	+$2.25M	5.83%	4
2026 Q1	$6.57M	Buy	129,738 +26,108	+25%	+$1.32M	4.82%	5
2025 Q4	$5.24M	Buy	103,630 +25,115	+32%	+$1.27M	3.91%	6
2025 Q3	$3.98M	Buy	78,515 +77,902	+12,708%	+$3.94M	3.24%	9
2025 Q2	$31.1K	Buy	613 +354	+137%	+$17.9K	0.04%	124
2025 Q1	$13.1K	Buy	+259	New	+$13.1K	0.01%	186

Other funds holding ICSH

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

GPI

General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

VFP

Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

MJT & Associates Financial Advisory's ICSH Position: Q3 2026 in Review

MJT & Associates Financial Advisory increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q3 2026, buying an estimated $1.79M and bringing the position to 209,677 shares worth $10.6M. The position accounts for 6.84% of the portfolio, ranked #4.

MJT & Associates Financial Advisory first reported a position in ICSH in Q1 2025 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

MJT & Associates Financial Advisory held 209,677 shares of iShares Ultra Short Duration Bond Active ETF worth $10.6M as of Q3 2026.
MJT & Associates Financial Advisory bought 35,500 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $1.79M.
iShares Ultra Short Duration Bond Active ETF made up 6.84% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #4 holding.
MJT & Associates Financial Advisory first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.