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

StoneCrest 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	$2.15M	Sell	42,517 -10,788	-20%	-$545K	0.69%	41
2026 Q1	$2.7M	Sell	53,305 -2,049	-4%	-$104K	1.14%	31
2025 Q4	$2.8M	Buy	55,354 +1,496	+3%	+$75.8K	1.13%	30
2025 Q3	$2.73M	Buy	53,858 +7,076	+15%	+$358K	1.2%	30
2025 Q2	$2.37M	Buy	46,782 +7,272	+18%	+$368K	1.13%	32
2025 Q1	$2M	Sell	39,510 -304	-0.8%	-$15.4K	1.27%	29
2024 Q4	$2.01M	Buy	39,814 +4,857	+14%	+$245K	1.31%	27
2024 Q3	$1.77M	Buy	34,957 +15,729	+82%	+$796K	1.29%	23
2024 Q2	$972K	Sell	19,228 -884	-4%	-$44.6K	0.74%	29
2024 Q1	$1.02M	Buy	20,112 +1,756	+10%	+$88.6K	0.88%	30
2023 Q4	$924K	Buy	+18,356	New	+$924K	0.89%	27

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

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

StoneCrest Wealth Management reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 20% in Q2 2026, selling an estimated $545K and leaving 42,517 shares worth $2.15M. The position accounts for 0.69% of the portfolio, ranked #41.

StoneCrest Wealth Management first reported a position in ICSH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.8M in Q4 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

StoneCrest Wealth Management held 42,517 shares of iShares Ultra Short Duration Bond Active ETF worth $2.15M as of Q2 2026.
StoneCrest Wealth Management sold 10,788 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $545K.
iShares Ultra Short Duration Bond Active ETF made up 0.69% of StoneCrest Wealth Management's portfolio in Q2 2026, its #41 holding.
StoneCrest Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and has held it in 11 quarters since.
StoneCrest Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $2.8M in Q4 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.