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

Prudent Man 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	$432K	Buy	+8,577	New	+$433K	0.1%	122
2026 Q2	–	Sell	-7,607	Closed	-$385K	–	146
2026 Q1	$385K	Sell	7,607 -13,648	-64%	-$691K	0.12%	120
2025 Q4	$1.08M	Sell	21,255 -24,925	-54%	-$1.26M	0.39%	55
2025 Q3	$2.34M	Buy	+46,180	New	+$2.34M	0.86%	21
2025 Q1	–	Sell	-29,655	Closed	-$1.5M	–	174
2024 Q4	$1.5M	Hold	29,655	–	–	0.54%	34
2024 Q3	$1.5M	Buy	+29,655	New	+$1.5M	0.5%	36
2024 Q2	–	Sell	-7,537	Closed	-$381K	–	179
2024 Q1	$381K	Sell	7,537 -14,438	-66%	-$729K	0.14%	129
2023 Q4	$1.11M	Hold	21,975	–	–	0.41%	55
2023 Q3	$1.11M	Buy	21,975 +16,400	+294%	+$824K	0.44%	49
2023 Q2	$280K	Sell	5,575 -20,000	-78%	-$1M	0.11%	147
2023 Q1	$1.29M	Sell	25,575 -2,000	-7%	-$100K	0.5%	38
2022 Q4	$1.38M	Buy	27,575 +14,000	+103%	+$700K	0.56%	33
2022 Q3	$679K	Buy	+13,575	New	+$679K	0.32%	65
2021 Q2	–	Sell	-15,035	Closed	-$759K	–	214
2021 Q1	$759K	Sell	15,035 -4,000	-21%	-$202K	0.32%	66
2020 Q4	$962K	Hold	19,035	–	–	0.4%	47
2020 Q3	$963K	Buy	+19,035	New	+$962K	0.51%	41

Other funds holding ICSH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Macro Advisors York, Pennsylvania $325M AUM

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Prudent Man Advisors's ICSH Position: Q3 2026 in Review

Prudent Man Advisors opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 8,577 shares worth $432K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings. This is a return to the name: Prudent Man Advisors previously reported a position in ICSH as recently as Q1 2026.

Prudent Man Advisors first reported a position in ICSH in Q3 2020 and has held it in 16 quarters since. The position peaked at $2.34M in Q3 2025. 370 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Prudent Man Advisors held 8,577 shares of iShares Ultra Short Duration Bond Active ETF worth $432K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Prudent Man Advisors position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.1% of Prudent Man Advisors's portfolio in Q3 2026, its #122 holding.
Prudent Man Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2020 and has held it in 16 quarters since.
Prudent Man Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.34M in Q3 2025.
370 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.