SageView Advisory Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

SageView Advisory Group’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
2025 Q4	$294K	Buy	5,804 +990	+21%	+$50.1K	0.01%	495
2025 Q3	$244K	Hold	4,814	–	–	0.01%	573
2025 Q2	$244K	Hold	4,814	–	–	0.01%	549
2025 Q1	$244K	Sell	4,814 -431	-8%	-$21.8K	0.01%	526
2024 Q4	$265K	Sell	5,245 -1,143	-18%	-$57.8K	0.01%	493
2024 Q3	$324K	Buy	+6,388	New	+$323K	0.02%	374
2024 Q2	–	Sell	-2,353	Closed	-$119K	–	371
2024 Q1	$223K	Buy	+2,353	New	+$119K	0.01%	490
2023 Q4	–	Sell	-79,435	Closed	-$4M	–	71
2023 Q3	$4M	Buy	79,435 +544	+0.7%	+$27.3K	0.23%	67
2023 Q2	$3.97M	Sell	78,891 -600	-0.8%	-$30.1K	0.22%	63
2023 Q1	$3.99M	Buy	+79,491	New	+$3.99M	0.25%	62

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

SageView Advisory Group's ICSH Position: Q4 2025 in Review

SageView Advisory Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 21% in Q4 2025, buying an estimated $50.1K and bringing the position to 5,804 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #495.

SageView Advisory Group first reported a position in ICSH in Q1 2023 and has held it in 10 quarters since. The position peaked at $4M in Q3 2023. 493 funds tracked by Wall St. Rank hold ICSH as of Q4 2025.

SageView Advisory Group held 5,804 shares of iShares Ultra Short Duration Bond Active ETF worth $294K as of Q4 2025.
SageView Advisory Group bought 990 iShares Ultra Short Duration Bond Active ETF shares in Q4 2025, an estimated $50.1K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #495 holding.
SageView Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 10 quarters since.
SageView Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $4M in Q3 2023.
493 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.