Snider Financial Group
ICSH icon

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
Q3 		$9.6M Buy
190,832
+2,798
+1% +$141K 2.32% 13
2026
Q2 		$9.5M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
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

Snider Financial Group's ICSH Position: Q3 2026 in Review

Snider Financial Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.5% in Q3 2026, buying an estimated $141K and bringing the position to 190,832 shares worth $9.6M. The position accounts for 2.32% of the portfolio, ranked #13.

Snider Financial Group first reported a position in ICSH in Q2 2021 and has held it in 22 quarters since. The position peaked at $14.1M in Q3 2021. 398 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Snider Financial Group held 190,832 shares of iShares Ultra Short Duration Bond Active ETF worth $9.6M as of Q3 2026.
  • Snider Financial Group bought 2,798 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $141K.
  • iShares Ultra Short Duration Bond Active ETF made up 2.32% of Snider Financial Group's portfolio in Q3 2026, its #13 holding.
  • Snider Financial Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 22 quarters since.
  • Snider Financial Group's iShares Ultra Short Duration Bond Active ETF position peaked at $14.1M in Q3 2021.
  • 398 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Snider Financial Group's 13F filing for Q3 2026, filed 16 Oct 2026.