Tompkins Financial
ICSH icon

Tompkins Financial’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Tompkins Financial’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 		$185K Buy
3,672
+865
+31% +$43.6K 0.01% 212
2026
Q2 		$142K Buy
+2,807
New +$142K 0.01% 236

Other funds holding ICSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Winthrop Advisory Group
Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Capital Advantage
Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Global Strategic Investment Solutions
Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Exeter Financial
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return
Bay Capital Advisors
Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return
MY Wealth Management
MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Tompkins Financial's ICSH Position: Q3 2026 in Review

Tompkins Financial increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 31% in Q3 2026, buying an estimated $43.6K and bringing the position to 3,672 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #212.

Tompkins Financial first reported a position in ICSH in Q2 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • Tompkins Financial held 3,672 shares of iShares Ultra Short Duration Bond Active ETF worth $185K as of Q3 2026.
  • Tompkins Financial bought 865 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $43.6K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #212 holding.
  • Tompkins Financial first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.