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

Robertson Stephens 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 Q2	$1.43M	Sell	28,347 -2,399	-8%	-$121K	0.04%	259
2026 Q1	$1.56M	Buy	30,746 +26,084	+560%	+$1.32M	0.04%	236
2025 Q4	$236K	Sell	4,662 -7,588	-62%	-$384K	0.01%	567
2025 Q3	$622K	Sell	12,250 -38,093	-76%	-$1.93M	0.02%	324
2025 Q2	$2.55M	Sell	50,343 -30,877	-38%	-$1.56M	0.08%	159
2025 Q1	$4.12M	Sell	81,220 -41,465	-34%	-$2.1M	0.14%	122
2024 Q4	$6.19M	Buy	122,685 +8,304	+7%	+$420K	0.22%	92
2024 Q3	$5.8M	Buy	+114,381	New	+$5.79M	0.21%	98
2020 Q2	–	Sell	-5,720	Closed	-$286K	–	204
2020 Q1	$286K	Buy	+5,720	New	+$287K	0.1%	144
2019 Q2	–	Sell	-4,286	Closed	-$216K	–	69
2019 Q1	$216K	Buy	+4,286	New	+$215K	0.18%	60

Other funds holding ICSH

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Robertson Stephens Wealth Management's ICSH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 7.8% in Q2 2026, selling an estimated $121K and leaving 28,347 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #259.

Robertson Stephens Wealth Management first reported a position in ICSH in Q1 2019 and has held it in 10 quarters since. The position peaked at $6.19M in Q4 2024. 260 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Robertson Stephens Wealth Management held 28,347 shares of iShares Ultra Short Duration Bond Active ETF worth $1.43M as of Q2 2026.
Robertson Stephens Wealth Management sold 2,399 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $121K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #259 holding.
Robertson Stephens Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2019 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $6.19M in Q4 2024.
260 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.