Oakmont Advisory Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Oakmont Advisory Group’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	$4.09M	Buy	80,806 +15,318	+23%	+$774K	3.43%	6
2026 Q1	$3.32M	Buy	65,488 +17,967	+38%	+$910K	3.38%	6
2025 Q4	$2.4M	Buy	+47,521	New	+$2.41M	2.57%	8

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

Oakmont Advisory Group's ICSH Position: Q2 2026 in Review

Oakmont Advisory Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 23% in Q2 2026, buying an estimated $774K and bringing the position to 80,806 shares worth $4.09M. The position accounts for 3.43% of the portfolio, ranked #6.

Oakmont Advisory Group first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Oakmont Advisory Group held 80,806 shares of iShares Ultra Short Duration Bond Active ETF worth $4.09M as of Q2 2026.
Oakmont Advisory Group bought 15,318 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $774K.
iShares Ultra Short Duration Bond Active ETF made up 3.43% of Oakmont Advisory Group's portfolio in Q2 2026, its #6 holding.
Oakmont Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
550 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.