Physician Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Physician Wealth 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	$504K	Sell	9,974 -32	-0.3%	-$1.62K	0.06%	115
2026 Q1	$506K	Sell	10,006 -291	-3%	-$14.7K	0.07%	105
2025 Q4	$521K	Sell	10,297 -1,642	-14%	-$83.2K	0.07%	101
2025 Q3	$606K	Sell	11,939 -280	-2%	-$14.2K	0.09%	92
2025 Q2	$620K	Sell	12,219 -334	-3%	-$16.9K	0.1%	86
2025 Q1	$636K	Buy	12,553 +11,553	+1,155%	+$584K	0.11%	85
2024 Q4	$50.4K	Buy	+1,000	New	+$50.5K	0.01%	340
2023 Q4	–	Sell	-12,156	Closed	-$611K	–	168
2023 Q3	$611K	Sell	12,156 -8,290	-41%	-$417K	0.16%	71
2023 Q2	$1.02M	Sell	20,446 -11,541	-36%	-$579K	0.25%	53
2023 Q1	$1.61M	Sell	31,987 -383	-1%	-$19.2K	0.42%	36
2022 Q4	$1.63M	Sell	32,370 -1,191	-4%	-$59.5K	0.44%	35
2022 Q3	$1.68M	Sell	33,561 -861	-3%	-$43.1K	0.52%	34
2022 Q2	$1.72M	Sell	34,422 -17,997	-34%	-$901K	0.5%	34
2022 Q1	$2.63M	Buy	52,419 +9,938	+23%	+$500K	0.7%	31
2021 Q4	$2.14M	Buy	42,481 +670	+2%	+$33.8K	0.56%	36
2021 Q3	$2.11M	Sell	41,811 -10,235	-20%	-$517K	0.58%	35
2021 Q2	$2.63M	Sell	52,046 -4,812	-8%	-$243K	0.75%	30
2021 Q1	$2.87M	Buy	56,858 +160	+0.3%	+$8.08K	0.93%	26
2020 Q4	$2.86M	Buy	56,698 +3,652	+7%	+$185K	0.97%	25
2020 Q3	$2.68M	Buy	53,046 +31,132	+142%	+$1.57M	1.08%	22
2020 Q2	$1.11M	Buy	21,914 +3,975	+22%	+$200K	0.45%	42
2020 Q1	$902K	Buy	17,939 +5,113	+40%	+$257K	0.45%	40
2019 Q4	$646K	Buy	12,826 +881	+7%	+$44.4K	0.29%	48
2019 Q3	$602K	Buy	+11,945	New	+$601K	0.29%	52

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

Physician Wealth Advisors's ICSH Position: Q2 2026 in Review

Physician Wealth Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.32% in Q2 2026, selling an estimated $1.62K and leaving 9,974 shares worth $504K. The position accounts for 0.06% of the portfolio, ranked #115.

Physician Wealth Advisors first reported a position in ICSH in Q3 2019 and has held it in 24 quarters since. The position peaked at $2.87M in Q1 2021. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Physician Wealth Advisors held 9,974 shares of iShares Ultra Short Duration Bond Active ETF worth $504K as of Q2 2026.
Physician Wealth Advisors sold 32 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.62K.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of Physician Wealth Advisors's portfolio in Q2 2026, its #115 holding.
Physician Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2019 and has held it in 24 quarters since.
Physician Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.87M in Q1 2021.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.