MY Wealth Management
ICSH icon

MY Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

MY Wealth 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
2026
Q3 		$14M Sell
277,265
-49,515
-15% -$2.5M 10.2% 3
2026
Q2 		$16.5M Buy
+326,780
New +$16.5M 11.64% 1
2026
Q1 		– Sell
-184,351
Closed -$9.32M – 29
2025
Q4 		$9.32M Sell
184,351
-982
-0.5% -$49.7K 8.13% 5
2025
Q3 		$9.41M Buy
185,333
+2,133
+1% +$108K 8.25% 5
2025
Q2 		$9.29M Buy
+183,200
New +$9.26M 8.9% 4

Other funds holding ICSH

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

MY Wealth Management's ICSH Position: Q3 2026 in Review

MY Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 15% in Q3 2026, selling an estimated $2.5M and leaving 277,265 shares worth $14M. The position accounts for 10.2% of the portfolio, ranked #3.

MY Wealth Management first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.5M in Q2 2026. 230 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • MY Wealth Management held 277,265 shares of iShares Ultra Short Duration Bond Active ETF worth $14M as of Q3 2026.
  • MY Wealth Management sold 49,515 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $2.5M.
  • iShares Ultra Short Duration Bond Active ETF made up 10.2% of MY Wealth Management's portfolio in Q3 2026, its #3 holding.
  • MY Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • MY Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $16.5M in Q2 2026.
  • 230 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on MY Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.