Searcy Financial Services
ICSH icon

Searcy Financial Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Searcy Financial Services’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
Q3 		$559K Sell
11,093
-2,434
-18% -$123K 0.2% 20
2026
Q2 		$684K Sell
13,527
-560
-4% -$28.3K 0.23% 19
2026
Q1 		$713K Buy
14,087
+885
+7% +$44.8K 0.26% 18
2025
Q4 		$668K Buy
13,202
+4,033
+44% +$204K 0.25% 19
2025
Q3 		$465K Sell
9,169
-128
-1% -$6.48K 0.18% 19
2025
Q2 		$471K Buy
9,297
+56
+0.6% +$2.83K 0.19% 19
2025
Q1 		$469K Sell
9,241
-476
-5% -$24.1K 0.2% 18
2024
Q4 		$490K Sell
9,717
-310
-3% -$15.7K 0.23% 19
2024
Q3 		$509K Buy
10,027
+164
+2% +$8.3K 0.24% 18
2024
Q2 		$498K Sell
9,863
-377
-4% -$19K 0.25% 19
2024
Q1 		$518K Buy
10,240
+836
+9% +$42.2K 0.26% 18
2023
Q4 		$474K Sell
9,404
-609
-6% -$30.6K 0.26% 17
2023
Q3 		$504K Sell
10,013
-99
-1% -$4.98K 0.3% 17
2023
Q2 		$509K Sell
10,112
-1,016
-9% -$51K 0.3% 17
2023
Q1 		$559K Buy
11,128
+593
+6% +$29.7K 0.34% 17
2022
Q4 		$527K Sell
10,535
-397
-4% -$19.8K 0.31% 18
2022
Q3 		$547K Buy
10,932
+472
+5% +$23.6K 0.35% 18
2022
Q2 		$523K Sell
10,460
-1,200
-10% -$60.1K 0.32% 16
2022
Q1 		$585K Buy
11,660
+360
+3% +$18.1K 0.34% 17
2021
Q4 		$569K Buy
11,300
+396
+4% +$20K 0.25% 17
2021
Q3 		$551K Buy
10,904
+894
+9% +$45.1K 0.34% 18
2021
Q2 		$506K Sell
10,010
-754
-7% -$38.1K 0.31% 19
2021
Q1 		$544K Sell
10,764
-272,352
-96% -$13.8M 0.34% 18
2020
Q4 		$14.3M Buy
283,116
+11,884
+4% +$601K 8.55% 4
2020
Q3 		$13.7M Sell
271,232
-84,510
-24% -$4.27M 10.26% 3
2020
Q2 		$18M Buy
355,742
+10,648
+3% +$536K 14.99% 1
2020
Q1 		$17.2M Buy
345,094
+38,934
+13% +$1.96M 24.46% 1
2019
Q4 		$15.4M Sell
306,160
-854
-0.3% -$43K 11.06% 2
2019
Q3 		$15.5M Buy
307,014
+4,392
+1% +$221K 11.46% 1
2019
Q2 		$15.2M Buy
302,622
+1,831
+0.6% +$92.1K 11.97% 1
2019
Q1 		$15.1M Buy
+300,791
New +$15.1M 12.4% 1

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Searcy Financial Services's ICSH Position: Q3 2026 in Review

Searcy Financial Services reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 18% in Q3 2026, selling an estimated $123K and leaving 11,093 shares worth $559K. The position accounts for 0.2% of the portfolio, ranked #20.

Searcy Financial Services first reported a position in ICSH in Q1 2019 and has held it in 31 quarters since. The position peaked at $18M in Q2 2020. 286 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Searcy Financial Services held 11,093 shares of iShares Ultra Short Duration Bond Active ETF worth $559K as of Q3 2026.
  • Searcy Financial Services sold 2,434 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $123K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.2% of Searcy Financial Services's portfolio in Q3 2026, its #20 holding.
  • Searcy Financial Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2019 and has held it in 31 quarters since.
  • Searcy Financial Services's iShares Ultra Short Duration Bond Active ETF position peaked at $18M in Q2 2020.
  • 286 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Searcy Financial Services's 13F filing for Q3 2026, filed 7 Oct 2026.