SFG
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Snider Financial Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Snider Financial 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
Q2 		$9.51M Buy
188,034
+11,732
+7% +$593K 2.42% 12
2026
Q1 		$8.92M Sell
176,302
-28,302
-14% -$1.43M 2.69% 9
2025
Q4 		$10.3M Buy
204,604
+43,993
+27% +$2.23M 2.76% 10
2025
Q3 		$8.15M Buy
160,611
+999
+0.6% +$50.6K 2.22% 12
2025
Q2 		$8.09M Buy
159,612
+1,401
+0.9% +$70.8K 2.33% 10
2025
Q1 		$8.02M Buy
158,211
+36,295
+30% +$1.84M 2.61% 9
2024
Q4 		$6.15M Sell
121,916
-2,606
-2% -$132K 1.9% 15
2024
Q3 		$6.32M Sell
124,522
-3,774
-3% -$191K 2.31% 14
2024
Q2 		$6.48M Buy
128,296
+1,799
+1% +$90.7K 2.5% 11
2024
Q1 		$6.4M Sell
126,497
-5,440
-4% -$275K 2.67% 10
2023
Q4 		$6.64M Buy
131,937
+1,394
+1% +$70.1K 3.06% 9
2023
Q3 		$6.58M Sell
130,543
-6,919
-5% -$348K 3.18% 8
2023
Q2 		$6.91M Sell
137,462
-22,020
-14% -$1.11M 3.31% 8
2023
Q1 		$8.01M Sell
159,482
-9,617
-6% -$482K 4.27% 6
2022
Q4 		$8.46M Sell
169,099
-4,560
-3% -$228K 4.68% 6
2022
Q3 		$8.67M Sell
173,659
-14,612
-8% -$731K 4.71% 6
2022
Q2 		$9.42M Sell
188,271
-81,029
-30% -$4.06M 5.13% 5
2022
Q1 		$13.5M Sell
269,300
-1,636
-0.6% -$82.2K 6.14% 3
2021
Q4 		$13.7M Sell
270,936
-8,426
-3% -$425K 5.79% 3
2021
Q3 		$14.1M Buy
279,362
+1,955
+0.7% +$98.7K 6.14% 2
2021
Q2 		$14M Buy
+277,407
New +$14M 6.6% 1

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM

Snider Financial Group's ICSH Position: Q2 2026 in Review

Snider Financial Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.7% in Q2 2026, buying an estimated $593K and bringing the position to 188,034 shares worth $9.51M. The position accounts for 2.42% of the portfolio, ranked #12.

Snider Financial Group first reported a position in ICSH in Q2 2021 and has held it in 21 quarters since. The position peaked at $14.1M in Q3 2021. 97 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Snider Financial Group held 188,034 shares of iShares Ultra Short Duration Bond Active ETF worth $9.51M as of Q2 2026.
  • Snider Financial Group bought 11,732 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $593K.
  • iShares Ultra Short Duration Bond Active ETF made up 2.42% of Snider Financial Group's portfolio in Q2 2026, its #12 holding.
  • Snider Financial Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 21 quarters since.
  • Snider Financial Group's iShares Ultra Short Duration Bond Active ETF position peaked at $14.1M in Q3 2021.
  • 97 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.