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

Resonant Capital 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	$13.7M	Buy	270,325 +16,699	+7%	+$844K	0.65%	35
2026 Q1	$12.8M	Sell	253,626 -202,149	-44%	-$10.2M	0.67%	36
2025 Q4	$23.1M	Buy	455,775 +259,412	+132%	+$13.1M	1.27%	22
2025 Q3	$9.97M	Buy	196,363 +11,821	+6%	+$599K	0.58%	40
2025 Q2	$9.36M	Sell	184,542 -35,241	-16%	-$1.78M	0.6%	40
2025 Q1	$11.1M	Buy	219,783 +12,242	+6%	+$619K	0.78%	33
2024 Q4	$10.5M	Buy	207,541 +7,391	+4%	+$374K	0.76%	32
2024 Q3	$10.2M	Buy	200,150 +3,542	+2%	+$179K	0.75%	31
2024 Q2	$9.93M	Sell	196,608 -3,615	-2%	-$182K	0.81%	31
2024 Q1	$10.1M	Buy	200,223 +40,863	+26%	+$2.06M	0.87%	29
2023 Q4	$8.03M	Sell	159,360 -7,861	-5%	-$396K	0.78%	33
2023 Q3	$8.42M	Buy	+167,221	New	+$8.4M	0.9%	29

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Resonant Capital Advisors's ICSH Position: Q2 2026 in Review

Resonant Capital Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.6% in Q2 2026, buying an estimated $844K and bringing the position to 270,325 shares worth $13.7M. The position accounts for 0.65% of the portfolio, ranked #35.

Resonant Capital Advisors first reported a position in ICSH in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.1M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Resonant Capital Advisors held 270,325 shares of iShares Ultra Short Duration Bond Active ETF worth $13.7M as of Q2 2026.
Resonant Capital Advisors bought 16,699 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $844K.
iShares Ultra Short Duration Bond Active ETF made up 0.65% of Resonant Capital Advisors's portfolio in Q2 2026, its #35 holding.
Resonant Capital Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2023 and has held it in 12 quarters since.
Resonant Capital Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $23.1M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.