SWMG LLC’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

SWMG LLC’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 Q3	$263K	Buy	+5,207	New	+$263K	0.06%	104

Other funds holding ICSH

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

SWMG LLC's ICSH Position: Q3 2026 in Review

SWMG LLC opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 5,207 shares worth $263K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings.

248 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

SWMG LLC held 5,207 shares of iShares Ultra Short Duration Bond Active ETF worth $263K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new SWMG LLC position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.06% of SWMG LLC's portfolio in Q3 2026, its #104 holding.
248 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on SWMG LLC's 13F filing for Q3 2026, filed 23 Oct 2026.