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Moneta Group Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Moneta Group Investment 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
2025
Q4 		– Sell
-4,260
Closed -$216K – 827
2025
Q3 		$216K Buy
+4,260
New +$216K ﹤0.01% 727

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Moneta Group Investment Advisors's ICSH Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q4 2025, closing a stake of 4,260 shares — an estimated $216K sold.

Moneta Group Investment Advisors first reported a position in ICSH in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,260 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $216K.
  • Moneta Group Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $216K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.