Moloney Securities Asset Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Moloney Securities Asset 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
2025 Q3	$3.73M	Buy	73,446 +20,408	+38%	+$1.03M	0.44%	54
2025 Q2	$2.69M	Buy	53,038 +6,534	+14%	+$330K	0.33%	61
2025 Q1	$2.36M	Buy	+46,504	New	+$2.35M	0.32%	70

Other funds holding ICSH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Moloney Securities Asset Management's ICSH Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 38% in Q3 2025, buying an estimated $1.03M and bringing the position to 73,446 shares worth $3.73M. The position accounts for 0.44% of the portfolio, ranked #54.

Moloney Securities Asset Management first reported a position in ICSH in Q1 2025 and has held it in 3 quarters since. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Moloney Securities Asset Management held 73,446 shares of iShares Ultra Short Duration Bond Active ETF worth $3.73M as of Q3 2025.
Moloney Securities Asset Management bought 20,408 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $1.03M.
iShares Ultra Short Duration Bond Active ETF made up 0.44% of Moloney Securities Asset Management's portfolio in Q3 2025, its #54 holding.
Moloney Securities Asset Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 3 quarters since.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.