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Prime Capital Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Prime Capital Investment 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 		$2.74M Sell
54,188
-7,037
-11% -$356K 0.03% 328
2026
Q1 		$3.1M Sell
61,225
-1,450
-2% -$73.4K 0.04% 297
2025
Q4 		$3.17M Sell
62,675
-7,136
-10% -$361K 0.04% 272
2025
Q3 		$3.54M Sell
69,811
-677
-1% -$34.3K 0.04% 255
2025
Q2 		$3.57M Sell
70,488
-19,291
-21% -$975K 0.05% 247
2025
Q1 		$4.55M Buy
89,779
+12,158
+16% +$615K 0.05% 236
2024
Q4 		$3.91M Sell
77,621
-5,183
-6% -$262K 0.06% 218
2024
Q3 		$4.2M Buy
82,804
+20,270
+32% +$1.03M 0.06% 219
2024
Q2 		$3.16M Sell
62,534
-3,570
-5% -$180K 0.05% 253
2024
Q1 		$3.34M Buy
66,104
+29,624
+81% +$1.49M 0.05% 259
2023
Q4 		$1.84M Sell
36,480
-6,428
-15% -$323K 0.03% 341
2023
Q3 		$2.16M Sell
42,908
-5,349
-11% -$269K 0.04% 239
2023
Q2 		$2.43M Buy
48,257
+9,787
+25% +$491K 0.05% 239
2023
Q1 		$1.93M Buy
38,470
+7,054
+22% +$354K 0.08% 168
2022
Q4 		$1.57M Sell
31,416
-9,828
-24% -$491K 0.06% 193
2022
Q3 		$2.06M Sell
41,244
-14,931
-27% -$747K 0.12% 113
2022
Q2 		$2.81M Sell
56,175
-774
-1% -$38.8K 0.17% 104
2022
Q1 		$2.87M Sell
56,949
-50,856
-47% -$2.56M 0.16% 115
2021
Q4 		$5.43M Buy
107,805
+27,215
+34% +$1.37M 0.29% 70
2021
Q3 		$4.07M Sell
80,590
-69,050
-46% -$3.49M 0.25% 77
2021
Q2 		$7.56M Buy
149,640
+42,328
+39% +$2.14M 0.44% 38
2021
Q1 		$5.42M Sell
107,312
-22,341
-17% -$1.13M 0.39% 41
2020
Q4 		$6.55M Sell
129,653
-8,066
-6% -$408K 0.51% 28
2020
Q3 		$6.96M Sell
137,719
-23,173
-14% -$1.17M 0.59% 21
2020
Q2 		$8.13M Buy
160,892
+6,974
+5% +$351K 0.76% 16
2020
Q1 		$7.69M Sell
153,918
-39,430
-20% -$1.98M 0.91% 17
2019
Q4 		$9.73M Sell
193,348
-50,627
-21% -$2.55M 1.11% 15
2019
Q3 		$12.3M Buy
243,975
+232,072
+1,950% +$11.7M 1.9% 12
2019
Q2 		$600K Buy
11,903
+4,335
+57% +$218K 0.11% 135
2019
Q1 		$381K Buy
+7,568
New +$380K 0.11% 109

Other funds holding ICSH

FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Prime Capital Investment Advisors's ICSH Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 11% in Q2 2026, selling an estimated $356K and leaving 54,188 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #328.

Prime Capital Investment Advisors first reported a position in ICSH in Q1 2019 and has held it in 30 quarters since. The position peaked at $12.3M in Q3 2019. 440 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Prime Capital Investment Advisors held 54,188 shares of iShares Ultra Short Duration Bond Active ETF worth $2.74M as of Q2 2026.
  • Prime Capital Investment Advisors sold 7,037 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $356K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #328 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2019 and has held it in 30 quarters since.
  • Prime Capital Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $12.3M in Q3 2019.
  • 440 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.