Sequoia Financial Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sequoia Financial 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	$5.09M	Buy	100,669 +1,024	+1%	+$51.7K	0.03%	353
2026 Q1	$5.04M	Sell	99,645 -10,995	-10%	-$557K	0.03%	325
2025 Q4	$5.6M	Buy	110,640 +42,501	+62%	+$2.15M	0.03%	303
2025 Q3	$3.46M	Buy	68,139 +61,079	+865%	+$3.09M	0.02%	382
2025 Q2	$358K	Buy	7,060 +1,700	+32%	+$86K	﹤0.01%	1166
2025 Q1	$272K	Buy	+5,360	New	+$271K	﹤0.01%	1107

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

Sequoia Financial Advisors's ICSH Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1% in Q2 2026, buying an estimated $51.7K and bringing the position to 100,669 shares worth $5.09M. The position accounts for 0.03% of the portfolio, ranked #353.

Sequoia Financial Advisors first reported a position in ICSH in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.6M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Sequoia Financial Advisors held 100,669 shares of iShares Ultra Short Duration Bond Active ETF worth $5.09M as of Q2 2026.
Sequoia Financial Advisors bought 1,024 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $51.7K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #353 holding.
Sequoia Financial Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $5.6M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.