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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

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. 95 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.
95 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.