WealthBridge Capital Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

WealthBridge Capital Management’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	$5.05M	Buy	99,911 +1,132	+1%	+$57.2K	1%	23
2026 Q1	$5M	Buy	98,779 +2,780	+3%	+$141K	1.15%	20
2025 Q4	$4.86M	Buy	95,999 +3,707	+4%	+$188K	1.11%	21
2025 Q3	$4.68M	Buy	92,292 +5,585	+6%	+$283K	1.1%	22
2025 Q2	$4.4M	Buy	86,707 +3,565	+4%	+$180K	1.11%	22
2025 Q1	$4.22M	Buy	83,142 +344	+0.4%	+$17.4K	1.19%	20
2024 Q4	$4.18M	Buy	82,798 +4,349	+6%	+$220K	1.16%	22
2024 Q3	$3.98M	Buy	78,449 +7,751	+11%	+$392K	1.14%	21
2024 Q2	$3.57M	Buy	70,698 +5,193	+8%	+$262K	1.18%	21
2024 Q1	$3.31M	Buy	65,505 +739	+1%	+$37.3K	1.12%	22
2023 Q4	$3.26M	Sell	64,766 -4,229	-6%	-$213K	1.22%	21
2023 Q3	$3.48M	Sell	68,995 -5,588	-7%	-$281K	1.43%	19
2023 Q2	$3.75M	Sell	74,583 -8,018	-10%	-$403K	1.5%	16
2023 Q1	$4.15M	Buy	82,601 +4,154	+5%	+$208K	1.65%	11
2022 Q4	$3.93M	Sell	78,447 -6,498	-8%	-$325K	1.64%	10
2022 Q3	$4.25M	Hold	84,945	–	–	1.81%	10
2022 Q2	$4.25M	Buy	84,945 +2,550	+3%	+$128K	1.81%	10
2022 Q1	$4.13M	Buy	82,395 +1,254	+2%	+$63K	1.54%	14
2021 Q4	$4.09M	Sell	81,141 -12,525	-13%	-$632K	1.53%	18
2021 Q3	$4.73M	Sell	93,666 -1,640	-2%	-$82.8K	1.77%	15
2021 Q2	$4.82M	Buy	95,306 +7,734	+9%	+$391K	1.75%	15
2021 Q1	$4.42M	Buy	87,572 +7,697	+10%	+$389K	1.8%	13
2020 Q4	$4.04M	Buy	79,875 +32,773	+70%	+$1.66M	1.77%	15
2020 Q3	$2.38M	Buy	47,102 +41,902	+806%	+$2.12M	1.22%	23
2020 Q2	$263K	Buy	+5,200	New	+$262K	0.15%	102

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

WealthBridge Capital Management's ICSH Position: Q2 2026 in Review

WealthBridge Capital Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.1% in Q2 2026, buying an estimated $57.2K and bringing the position to 99,911 shares worth $5.05M. The position accounts for 1% of the portfolio, ranked #23.

WealthBridge Capital Management first reported a position in ICSH in Q2 2020 and has held it in 25 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

WealthBridge Capital Management held 99,911 shares of iShares Ultra Short Duration Bond Active ETF worth $5.05M as of Q2 2026.
WealthBridge Capital Management bought 1,132 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $57.2K.
iShares Ultra Short Duration Bond Active ETF made up 1% of WealthBridge Capital Management's portfolio in Q2 2026, its #23 holding.
WealthBridge Capital Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and has held it in 25 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.