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

Wealth Enhancement Trust 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 		$5.14M Sell
101,574
-2,537
-2% -$128K 0.57% 44
2026
Q1 		$5.27M Sell
104,111
-18,000
-15% -$911K 0.64% 38
2025
Q4 		$6.18M Buy
+122,111
New +$6.18M 0.78% 34

Other funds holding ICSH

FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.4% in Q2 2026, selling an estimated $128K and leaving 101,574 shares worth $5.14M. The position accounts for 0.57% of the portfolio, ranked #44.

Wealth Enhancement Trust Services first reported a position in ICSH in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.18M in Q4 2025. 440 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Wealth Enhancement Trust Services held 101,574 shares of iShares Ultra Short Duration Bond Active ETF worth $5.14M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,537 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $128K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.57% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #44 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Ultra Short Duration Bond Active ETF position peaked at $6.18M in Q4 2025.
  • 440 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

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