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

Sovran 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
2025
Q3 		– Sell
-10,709
Closed -$541K – 532
2025
Q2 		$541K Buy
+10,709
New +$542K 0.06% 306

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sovran Advisors's ICSH Position: Q3 2025 in Review

Sovran Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 10,709 shares — an estimated $541K sold.

Sovran Advisors first reported a position in ICSH in Q2 2025 and held it in 1 quarter. The position peaked at $541K in Q2 2025. 471 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

  • Sovran Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
  • Sovran Advisors sold 10,709 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $541K.
  • Sovran Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and held it in 1 quarter.
  • Sovran Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $541K in Q2 2025.
  • 471 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Sovran Advisors's 13F filing for Q3 2025, filed 31 Oct 2025.