MSH Capital Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MSH Capital 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	$1.63M	Sell	32,217 -16,191	-33%	-$818K	0.28%	91
2026 Q1	$2.45M	Buy	48,408 +562	+1%	+$28.5K	0.52%	55
2025 Q4	$2.42M	Sell	47,846 -1,234	-3%	-$62.5K	0.52%	55
2025 Q3	$2.49M	Sell	49,080 -9,078	-16%	-$460K	0.67%	45
2025 Q2	$2.95M	Buy	58,158 +1,980	+4%	+$100K	0.85%	30
2025 Q1	$2.85M	Sell	56,178 -496	-0.9%	-$25.1K	0.88%	31
2024 Q4	$2.86M	Hold	56,674	–	–	0.9%	30
2024 Q3	$2.88M	Buy	56,674 +3,709	+7%	+$188K	0.88%	31
2024 Q2	$2.68M	Hold	52,965	–	–	0.89%	29
2024 Q1	$2.68M	Buy	52,965 +15,638	+42%	+$789K	0.94%	27
2023 Q4	$1.88M	Buy	+37,327	New	+$1.88M	0.7%	47

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

MSH Capital Advisors's ICSH Position: Q2 2026 in Review

MSH Capital Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 33% in Q2 2026, selling an estimated $818K and leaving 32,217 shares worth $1.63M. The position accounts for 0.28% of the portfolio, ranked #91.

MSH Capital Advisors first reported a position in ICSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.95M in Q2 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

MSH Capital Advisors held 32,217 shares of iShares Ultra Short Duration Bond Active ETF worth $1.63M as of Q2 2026.
MSH Capital Advisors sold 16,191 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $818K.
iShares Ultra Short Duration Bond Active ETF made up 0.28% of MSH Capital Advisors's portfolio in Q2 2026, its #91 holding.
MSH Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
MSH Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.95M in Q2 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.