Wealth Enhancement Advisory Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Wealth Enhancement Advisory Services’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	$98M	Buy	1,947,459 +210,001	+12%	+$10.6M	0.16%	113
2026 Q1	$87.7M	Sell	1,737,458 -1,155,094	-40%	-$58.5M	0.18%	105
2025 Q4	$146M	Buy	2,892,552 +177,744	+7%	+$9M	0.2%	90
2025 Q3	$137M	Buy	2,714,808 +70,537	+3%	+$3.57M	0.21%	92
2025 Q2	$134M	Sell	2,644,271 -341,316	-11%	-$17.3M	0.22%	87
2025 Q1	$151M	Buy	2,985,587 +544,950	+22%	+$27.6M	0.29%	62
2024 Q4	$123M	Buy	2,440,637 +146,890	+6%	+$7.42M	0.24%	82
2024 Q3	$116M	Buy	2,293,747 +80,048	+4%	+$4.05M	0.25%	78
2024 Q2	$112M	Buy	2,213,699 +276,530	+14%	+$13.9M	0.27%	76
2024 Q1	$97.9M	Buy	1,937,169 +322,247	+20%	+$16.3M	0.25%	86
2023 Q4	$81.3M	Buy	1,614,922 +309,284	+24%	+$15.6M	0.24%	92
2023 Q3	$65.8M	Buy	1,305,638 +425,495	+48%	+$21.4M	0.22%	103
2023 Q2	$44.3M	Sell	880,143 -76,534	-8%	-$3.84M	0.48%	33
2023 Q1	$48.1M	Buy	956,677 +112,432	+13%	+$5.64M	0.56%	34
2022 Q4	$42.4M	Buy	844,245 +176,124	+26%	+$8.8M	0.55%	37
2022 Q3	$33.4M	Buy	668,121 +29,569	+5%	+$1.48M	0.48%	39
2022 Q2	$31.9M	Buy	+638,552	New	+$32M	0.45%	43

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's ICSH Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 12% in Q2 2026, buying an estimated $10.6M and bringing the position to 1,947,459 shares worth $98M. The position accounts for 0.16% of the portfolio, ranked #113.

Wealth Enhancement Advisory Services first reported a position in ICSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $151M in Q1 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Wealth Enhancement Advisory Services held 1,947,459 shares of iShares Ultra Short Duration Bond Active ETF worth $98M as of Q2 2026.
Wealth Enhancement Advisory Services bought 210,001 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $10.6M.
iShares Ultra Short Duration Bond Active ETF made up 0.16% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #113 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and has held it in 17 quarters since.
Wealth Enhancement Advisory Services's iShares Ultra Short Duration Bond Active ETF position peaked at $151M in Q1 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.