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J. M. Brown & Associates Inc.’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

J. M. Brown & Associates Inc.’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 		$664K Buy
+13,134
New +$664K 0.38% 86

Other funds holding ICSH

Wealth Enhancement Advisory Services
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
EF
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

J. M. Brown & Associates Inc.'s ICSH Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026: 13,134 shares worth $664K. The stake represents 0.38% of the portfolio and ranks #86 among its holdings.

181 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • J. M. Brown & Associates Inc. held 13,134 shares of iShares Ultra Short Duration Bond Active ETF worth $664K as of Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • iShares Ultra Short Duration Bond Active ETF made up 0.38% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #86 holding.
  • 181 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.