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

Realta 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 		$4.58M Buy
90,472
+6,480
+8% +$327K 1.42% 14
2026
Q1 		$4.25M Buy
83,992
+3,813
+5% +$193K 1.47% 13
2025
Q4 		$4.06M Buy
80,179
+627
+0.8% +$31.8K 1.33% 15
2025
Q3 		$4.04M Buy
79,552
+19,301
+32% +$977K 1.35% 18
2025
Q2 		$3.06M Buy
60,251
+9,295
+18% +$470K 1.21% 20
2025
Q1 		$2.58M Sell
50,956
-1,787
-3% -$90.4K 1.18% 19
2024
Q4 		$2.66M Buy
52,743
+1,267
+2% +$64K 1.09% 17
2024
Q3 		$2.6M Buy
51,476
+8,700
+20% +$440K 1.2% 14
2024
Q2 		$2.16M Buy
42,776
+1,758
+4% +$88.7K 0.42% 52
2024
Q1 		$2.07M Buy
41,018
+16,008
+64% +$808K 0.43% 47
2023
Q4 		$1.26M Buy
+25,010
New +$1.26M 0.28% 87
2023
Q1 		– Sell
-55
Closed -$2.75K – 588
2022
Q4 		$2.75K Hold
55
– – ﹤0.01% 804
2022
Q3 		$3K Buy
+55
New +$2.75K ﹤0.01% 773
2020
Q1 		– Sell
-2,159
Closed -$109K – 795
2019
Q4 		$109K Hold
2,159
– – 0.03% 475
2019
Q3 		$109K Hold
2,159
– – 0.03% 478
2019
Q2 		$109K Buy
2,159
+15
+0.7% +$754 0.03% 478
2019
Q1 		$108K Buy
+2,144
New +$108K 0.05% 382

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RBC
Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

Realta Investment Advisors's ICSH Position: Q2 2026 in Review

Realta Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.7% in Q2 2026, buying an estimated $327K and bringing the position to 90,472 shares worth $4.58M. The position accounts for 1.42% of the portfolio, ranked #14.

Realta Investment Advisors first reported a position in ICSH in Q1 2019 and has held it in 17 quarters since. 186 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Realta Investment Advisors held 90,472 shares of iShares Ultra Short Duration Bond Active ETF worth $4.58M as of Q2 2026.
  • Realta Investment Advisors bought 6,480 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $327K.
  • iShares Ultra Short Duration Bond Active ETF made up 1.42% of Realta Investment Advisors's portfolio in Q2 2026, its #14 holding.
  • Realta Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2019 and has held it in 17 quarters since.
  • 186 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.