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

Selective 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 		$200K Buy
+3,964
New +$200K 0.05% 134

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
M
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Selective Wealth Management's ICSH Position: Q2 2026 in Review

Selective Wealth Management opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 3,964 shares worth $200K. The stake represents 0.05% of the portfolio and ranks #134 among its holdings.

259 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Selective Wealth Management held 3,964 shares of iShares Ultra Short Duration Bond Active ETF worth $200K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new Selective Wealth Management position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.05% of Selective Wealth Management's portfolio in Q2 2026, its #134 holding.
  • 259 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.