Sound Income Strategies’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Sound Income Strategies’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	–	Sell	-214	Closed	-$10.8K	–	1358
2026 Q1	$10.8K	Hold	214	–	–	﹤0.01%	1467
2025 Q4	$10.8K	Sell	214 -1,721	-89%	-$87.2K	﹤0.01%	1424
2025 Q3	$97.9K	Buy	+1,935	New	+$98K	0.01%	408
2025 Q1	–	Sell	-32	Closed	-$1.61K	–	1589
2024 Q4	$1.61K	Buy	+32	New	+$1.62K	﹤0.01%	1206
2024 Q3	–	Sell	-2,430	Closed	-$123K	–	1450
2024 Q2	$123K	Buy	+2,430	New	+$123K	0.01%	299
2023 Q2	–	Sell	-129	Closed	-$6.48K	–	1135
2023 Q1	$6.48K	Hold	129	–	–	﹤0.01%	654
2022 Q4	$6.46K	Hold	129	–	–	﹤0.01%	610
2022 Q3	$6K	Hold	129	–	–	﹤0.01%	555
2022 Q2	$6K	Buy	+129	New	+$6.46K	﹤0.01%	561

Other funds holding ICSH

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sound Income Strategies's ICSH Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 214 shares — an estimated $10.8K sold.

Sound Income Strategies first reported a position in ICSH in Q2 2022 and held it in 9 quarters. The position peaked at $123K in Q2 2024. 440 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Sound Income Strategies reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 214 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $10.8K.
Sound Income Strategies first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and held it in 9 quarters.
Sound Income Strategies's iShares Ultra Short Duration Bond Active ETF position peaked at $123K in Q2 2024.
440 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.