Quaker Wealth Management
ICSH icon

Quaker Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Quaker Wealth Management’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 		$155K Buy
3,068
+2,716
+772% +$137K 0.05% 86
2026
Q2 		$17.8K Sell
352
-41,034
-99% -$2.07M 0.01% 246
2026
Q1 		$2.09M Buy
41,386
+345
+0.8% +$17.5K 0.65% 23
2025
Q4 		$2.08M Buy
+41,041
New +$2.08M 0.66% 23

Other funds holding ICSH

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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

Quaker Wealth Management's ICSH Position: Q3 2026 in Review

Quaker Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 772% in Q3 2026, buying an estimated $137K and bringing the position to 3,068 shares worth $155K. The position accounts for 0.05% of the portfolio, ranked #86.

Quaker Wealth Management first reported a position in ICSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.09M in Q1 2026. 177 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Quaker Wealth Management held 3,068 shares of iShares Ultra Short Duration Bond Active ETF worth $155K as of Q3 2026.
  • Quaker Wealth Management bought 2,716 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $137K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.05% of Quaker Wealth Management's portfolio in Q3 2026, its #86 holding.
  • Quaker Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.09M in Q1 2026.
  • 177 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.