Procyon Advisors
ICSH icon

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

Procyon 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
Q3 		$1.11M Buy
22,001
+3,816
+21% +$193K 0.05% 261
2026
Q2 		$920K Buy
+18,185
New +$919K 0.04% 283

Other funds holding ICSH

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Procyon Advisors's ICSH Position: Q3 2026 in Review

Procyon Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 21% in Q3 2026, buying an estimated $193K and bringing the position to 22,001 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #261.

Procyon Advisors first reported a position in ICSH in Q2 2026 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Procyon Advisors held 22,001 shares of iShares Ultra Short Duration Bond Active ETF worth $1.11M as of Q3 2026.
  • Procyon Advisors bought 3,816 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $193K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.05% of Procyon Advisors's portfolio in Q3 2026, its #261 holding.
  • Procyon Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.