United Advisor Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

United Advisor Group’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	$273K	Buy	5,407 +1,165	+27%	+$58.9K	0.03%	446
2026 Q1	$215K	Sell	4,242 -49	-1%	-$2.48K	0.03%	477
2025 Q4	$217K	Buy	4,291 +12	+0.3%	+$608	0.03%	452
2025 Q3	$217K	Buy	+4,279	New	+$217K	0.03%	430
2025 Q1	–	Sell	-4,407	Closed	-$222K	–	366
2024 Q4	$222K	Buy	+4,407	New	+$223K	0.04%	342

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

United Advisor Group's ICSH Position: Q2 2026 in Review

United Advisor Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 27% in Q2 2026, buying an estimated $58.9K and bringing the position to 5,407 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #446.

United Advisor Group first reported a position in ICSH in Q4 2024 and has held it in 5 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

United Advisor Group held 5,407 shares of iShares Ultra Short Duration Bond Active ETF worth $273K as of Q2 2026.
United Advisor Group bought 1,165 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $58.9K.
iShares Ultra Short Duration Bond Active ETF made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #446 holding.
United Advisor Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 5 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.