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Peak Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Peak Financial 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 		$342K Sell
6,766
-100,376
-94% -$5.07M 0.14% 70
2026
Q1 		$5.42M Buy
+107,142
New +$5.42M 2.4% 8
2022
Q3 		– Sell
-284,360
Closed -$14.2M – 62
2022
Q2 		$14.2M Buy
+284,360
New +$14.2M 14.09% 1

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

Peak Financial Advisors's ICSH Position: Q2 2026 in Review

Peak Financial Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 94% in Q2 2026, selling an estimated $5.07M and leaving 6,766 shares worth $342K. The position accounts for 0.14% of the portfolio, ranked #70.

Peak Financial Advisors first reported a position in ICSH in Q2 2022 and has held it in 3 quarters since. The position peaked at $14.2M in Q2 2022. 95 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Peak Financial Advisors held 6,766 shares of iShares Ultra Short Duration Bond Active ETF worth $342K as of Q2 2026.
  • Peak Financial Advisors sold 100,376 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $5.07M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.14% of Peak Financial Advisors's portfolio in Q2 2026, its #70 holding.
  • Peak Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and has held it in 3 quarters since.
  • Peak Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $14.2M in Q2 2022.
  • 95 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.