Visionary Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Visionary Wealth Advisors’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	$308K	Buy	6,091 +1,090	+22%	+$55.1K	0.01%	536
2026 Q1	$253K	Buy	+5,001	New	+$253K	0.01%	558
2023 Q2	–	Sell	-18,472	Closed	-$928K	–	475
2023 Q1	$928K	Buy	+18,472	New	+$927K	0.08%	203
2021 Q1	–	Sell	-4,999	Closed	-$253K	–	319
2020 Q4	$253K	Sell	4,999 -39,630	-89%	-$2M	0.03%	256
2020 Q3	$2.26M	Sell	44,629 -7,611	-15%	-$385K	0.32%	79
2020 Q2	$2.64M	Sell	52,240 -6,062	-10%	-$305K	0.4%	69
2020 Q1	$2.91M	Buy	58,302 +9,124	+19%	+$458K	0.55%	58
2019 Q4	$2.48M	Buy	+49,178	New	+$2.48M	0.44%	60

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

Visionary Wealth Advisors's ICSH Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 22% in Q2 2026, buying an estimated $55.1K and bringing the position to 6,091 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #536.

Visionary Wealth Advisors first reported a position in ICSH in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.91M in Q1 2020. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Visionary Wealth Advisors held 6,091 shares of iShares Ultra Short Duration Bond Active ETF worth $308K as of Q2 2026.
Visionary Wealth Advisors bought 1,090 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $55.1K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #536 holding.
Visionary Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2019 and has held it in 8 quarters since.
Visionary Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $2.91M in Q1 2020.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.