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

15 Wealth Advisors LLC’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	$396K	Buy	+7,865	New	+$397K	0.1%	81

Other funds holding ICSH

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

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

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

15 Wealth Advisors LLC's ICSH Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 7,865 shares worth $396K. The stake represents 0.1% of the portfolio and ranks #81 among its holdings.

79 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

15 Wealth Advisors LLC held 7,865 shares of iShares Ultra Short Duration Bond Active ETF worth $396K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.1% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #81 holding.
79 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.