SOA Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

SOA Wealth 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 Q1	$44.4K	Hold	877	–	–	0.01%	391
2025 Q4	$44.4K	Hold	877	–	–	0.01%	392
2025 Q3	$44.5K	Hold	877	–	–	0.01%	397
2025 Q2	$44.5K	Hold	877	–	–	0.01%	382
2025 Q1	$44.5K	Hold	877	–	–	0.01%	359
2024 Q4	$44.2K	Hold	877	–	–	0.01%	344
2024 Q3	$44.5K	Hold	877	–	–	0.01%	337
2024 Q2	$44.3K	Buy	+877	New	+$44.2K	0.01%	323
2023 Q4	–	Sell	-396	Closed	-$19.9K	–	924
2023 Q3	$19.9K	Hold	396	–	–	0.01%	420
2023 Q2	$19.9K	Hold	396	–	–	﹤0.01%	430
2023 Q1	$19.9K	Hold	396	–	–	﹤0.01%	426
2022 Q4	$19.8K	Hold	396	–	–	0.01%	408
2022 Q3	$19K	Hold	396	–	–	0.01%	399
2022 Q2	$19K	Hold	396	–	–	0.01%	391
2022 Q1	$19K	Hold	396	–	–	﹤0.01%	476
2021 Q4	$19K	Hold	396	–	–	﹤0.01%	455
2021 Q3	$19K	Sell	396 -200	-34%	-$10.1K	﹤0.01%	467
2021 Q2	$30K	Buy	+596	New	+$30.1K	0.01%	388

Other funds holding ICSH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SOA Wealth Advisors's ICSH Position: Q1 2026 in Review

SOA Wealth Advisors held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q1 2026 at 877 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #391.

SOA Wealth Advisors first reported a position in ICSH in Q2 2021 and has held it in 18 quarters since. The position peaked at $44.5K in Q3 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

SOA Wealth Advisors held 877 shares of iShares Ultra Short Duration Bond Active ETF worth $44.4K as of Q1 2026.
SOA Wealth Advisors left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #391 holding.
SOA Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2021 and has held it in 18 quarters since.
SOA Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $44.5K in Q3 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.