NWF Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

NWF Advisory Services’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	$2.73M	Buy	54,153 +9,160	+20%	+$462K	0.25%	76
2026 Q2	$2.28M	Buy	44,993 +10,255	+30%	+$518K	0.21%	86
2026 Q1	$1.76M	Buy	34,738 +6,468	+23%	+$327K	0.2%	92
2025 Q4	$1.43M	Sell	28,270 -48,577	-63%	-$2.46M	0.16%	103
2025 Q3	$3.9M	Buy	76,847 +55,214	+255%	+$2.8M	0.43%	53
2025 Q2	$1.1M	Buy	21,633 +14,002	+183%	+$708K	0.13%	118
2025 Q1	$387K	Sell	7,631 -422	-5%	-$21.3K	0.05%	213
2024 Q4	$406K	Buy	+8,053	New	+$407K	0.06%	164

Other funds holding ICSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

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

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

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

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

NWF Advisory Services's ICSH Position: Q3 2026 in Review

NWF Advisory Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q3 2026, buying an estimated $462K and bringing the position to 54,153 shares worth $2.73M. The position accounts for 0.25% of the portfolio, ranked #76.

NWF Advisory Services first reported a position in ICSH in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.9M in Q3 2025. 142 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

NWF Advisory Services held 54,153 shares of iShares Ultra Short Duration Bond Active ETF worth $2.73M as of Q3 2026.
NWF Advisory Services bought 9,160 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $462K.
iShares Ultra Short Duration Bond Active ETF made up 0.25% of NWF Advisory Services's portfolio in Q3 2026, its #76 holding.
NWF Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 8 quarters since.
NWF Advisory Services's iShares Ultra Short Duration Bond Active ETF position peaked at $3.9M in Q3 2025.
142 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.