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

Prevail Innovative 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 		$391K Sell
7,723
-25,750
-77% -$1.3M 0.06% 140
2026
Q1 		$1.69M Sell
33,473
-77,298
-70% -$3.91M 0.29% 107
2025
Q4 		$5.6M Buy
110,771
+51,137
+86% +$2.59M 1% 27
2025
Q3 		$3.03M Buy
+59,634
New +$3.02M 0.59% 57

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ICSH Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 77% in Q2 2026, selling an estimated $1.3M and leaving 7,723 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #140.

Prevail Innovative Wealth Advisors first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.6M in Q4 2025. 266 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 7,723 shares of iShares Ultra Short Duration Bond Active ETF worth $391K as of Q2 2026.
  • Prevail Innovative Wealth Advisors sold 25,750 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Ultra Short Duration Bond Active ETF made up 0.06% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Prevail Innovative Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Prevail Innovative Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $5.6M in Q4 2025.
  • 266 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

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