SG
ICSH icon

Sherry Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sherry 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
Q3 		$11.3M Hold
224,753
– – 10.63% 2
2026
Q2 		$11.4M Sell
224,753
-12,761
-5% -$645K 11.1% 2
2026
Q1 		$12M Sell
237,514
-3,692
-2% -$187K 13.13% 2
2025
Q4 		$12.2M Buy
+241,206
New +$12.2M 12.78% 2

Other funds holding ICSH

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GPI
General Partner Inc Pittsburgh, Pennsylvania $187M AUM 17.35% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
VFP
Vilga Financial Planning Fair Lawn, New Jersey $168M AUM 23.03% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Sherry Group's ICSH Position: Q3 2026 in Review

Sherry Group held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q3 2026 at 224,753 shares worth $11.3M. The position accounts for 10.63% of the portfolio, ranked #2.

Sherry Group first reported a position in ICSH in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.2M in Q4 2025. 36 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Sherry Group held 224,753 shares of iShares Ultra Short Duration Bond Active ETF worth $11.3M as of Q3 2026.
  • Sherry Group left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q3 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 10.63% of Sherry Group's portfolio in Q3 2026, its #2 holding.
  • Sherry Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 4 quarters since.
  • Sherry Group's iShares Ultra Short Duration Bond Active ETF position peaked at $12.2M in Q4 2025.
  • 36 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.