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
2026 Q2	$294K	Hold	5,804	–	–	0.01%	501
2026 Q1	$294K	Hold	5,804	–	–	0.01%	479
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

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

SageView Advisory Group's ICSH Position: Q2 2026 in Review

SageView Advisory Group held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q2 2026 at 5,804 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #501.

SageView Advisory Group first reported a position in ICSH in Q1 2023 and has held it in 12 quarters since. The position peaked at $4M in Q3 2023. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

SageView Advisory Group held 5,804 shares of iShares Ultra Short Duration Bond Active ETF worth $294K as of Q2 2026.
SageView Advisory Group left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q2 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #501 holding.
SageView Advisory Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's iShares Ultra Short Duration Bond Active ETF position peaked at $4M in Q3 2023.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.