Spire Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Spire Wealth Management’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	$681K	Buy	13,473 +4,260	+46%	+$215K	0.02%	477
2026 Q1	$466K	Buy	9,213 +28	+0.3%	+$1.42K	0.02%	560
2025 Q4	$465K	Buy	9,185 +406	+5%	+$20.6K	0.02%	560
2025 Q3	$446K	Buy	8,779 +56	+0.6%	+$2.84K	0.02%	557
2025 Q2	$442K	Buy	8,723 +1,055	+14%	+$53.3K	0.02%	540
2025 Q1	$389K	Buy	7,668 +19	+0.2%	+$961	0.01%	640
2024 Q4	$386K	Buy	7,649 +51	+0.7%	+$2.58K	0.01%	639
2024 Q3	$386K	Buy	7,598 +87	+1%	+$4.4K	0.01%	581
2024 Q2	$380K	Sell	7,511 -39	-0.5%	-$1.97K	0.01%	548
2024 Q1	$382K	Sell	7,550 -272	-3%	-$13.7K	0.01%	590
2023 Q4	$395K	Sell	7,822 -5,140	-40%	-$259K	0.01%	573
2023 Q3	$653K	Buy	12,962 +5,658	+77%	+$284K	0.02%	425
2023 Q2	$367K	Sell	7,304 -14	-0.2%	-$703	0.01%	565
2023 Q1	$368K	Buy	7,318 +2,207	+43%	+$111K	0.01%	568
2022 Q4	$256K	Buy	5,111 +21	+0.4%	+$1.05K	0.01%	493
2022 Q3	$255K	Sell	5,090 -4,403	-46%	-$220K	0.02%	469
2022 Q2	$475K	Sell	9,493 -4,216	-31%	-$211K	0.02%	488
2022 Q1	$688K	Buy	13,709 +3,003	+28%	+$151K	0.02%	482
2021 Q4	$539K	Sell	10,706 -110	-1%	-$5.55K	0.01%	677
2021 Q3	$546K	Sell	10,816 -973	-8%	-$49.1K	0.01%	563
2021 Q2	$596K	Sell	11,789 -1,838	-13%	-$92.8K	0.02%	566
2021 Q1	$688K	Buy	+13,627	New	+$688K	0.02%	564

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spire Wealth Management's ICSH Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 46% in Q2 2026, buying an estimated $215K and bringing the position to 13,473 shares worth $681K. The position accounts for 0.02% of the portfolio, ranked #477.

Spire Wealth Management first reported a position in ICSH in Q1 2021 and has held it in 22 quarters since. The position peaked at $688K in Q1 2022. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Spire Wealth Management held 13,473 shares of iShares Ultra Short Duration Bond Active ETF worth $681K as of Q2 2026.
Spire Wealth Management bought 4,260 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $215K.
iShares Ultra Short Duration Bond Active ETF made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #477 holding.
Spire Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $688K in Q1 2022.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.