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Sandy Cove Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sandy Cove 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 		$426K Sell
8,430
-306
-4% -$15.5K 0.11% 100
2026
Q1 		$442K Sell
8,736
-28
-0.3% -$1.42K 0.13% 89
2025
Q4 		$443K Sell
8,764
-19,765
-69% -$1M 0.13% 88
2025
Q3 		$1.45M Buy
28,529
+12,546
+78% +$635K 0.46% 31
2025
Q2 		$810K Buy
15,983
+2,244
+16% +$113K 0.29% 50
2025
Q1 		$697K Buy
13,739
+1,845
+16% +$93.3K 0.28% 56
2024
Q4 		$600K Buy
11,894
+134
+1% +$6.77K 0.24% 60
2024
Q3 		$597K Sell
11,760
-13,836
-54% -$700K 0.24% 60
2024
Q2 		$1.29M Buy
25,596
+6,174
+32% +$311K 0.58% 28
2024
Q1 		$982K Sell
19,422
-309
-2% -$15.6K 0.45% 38
2023
Q4 		$994K Buy
19,731
+7,132
+57% +$359K 0.51% 38
2023
Q3 		$635K Sell
12,599
-2,376
-16% -$119K 0.37% 49
2023
Q2 		$753K Sell
14,975
-10,255
-41% -$515K 0.43% 49
2023
Q1 		$1.27M Buy
25,230
+705
+3% +$35.4K 0.92% 23
2022
Q4 		$1.23M Sell
24,525
-3,388
-12% -$169K 0.99% 19
2022
Q3 		$1.4M Buy
27,913
+1,182
+4% +$59.1K 1.26% 16
2022
Q2 		$1.34M Sell
26,731
-1,085
-4% -$54.3K 1.22% 18
2022
Q1 		$1.4M Buy
27,816
+20,262
+268% +$1.02M 1.16% 15
2021
Q4 		$381K Buy
+7,554
New +$381K 0.32% 49

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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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
CPC
Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
BCA
Bay Capital Advisors Virginia Beach, Virginia $187M AUM 25.62% 1-Year Est. Return

Sandy Cove Advisors's ICSH Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 3.5% in Q2 2026, selling an estimated $15.5K and leaving 8,430 shares worth $426K. The position accounts for 0.11% of the portfolio, ranked #100.

Sandy Cove Advisors first reported a position in ICSH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q3 2025. 131 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Sandy Cove Advisors held 8,430 shares of iShares Ultra Short Duration Bond Active ETF worth $426K as of Q2 2026.
  • Sandy Cove Advisors sold 306 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.11% of Sandy Cove Advisors's portfolio in Q2 2026, its #100 holding.
  • Sandy Cove Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $1.45M in Q3 2025.
  • 131 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.