WealthBridge Capital Management
ICSH icon

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
Q3 		$5.09M Buy
100,977
+1,066
+1% +$53.8K 0.99% 24
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

Kensington Asset Management
Kensington Asset Management Austin, Texas $8.1B AUM 2.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Donaldson Capital Management
Donaldson Capital Management Evansville, Indiana $3.42B AUM 15.59% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

WealthBridge Capital Management's ICSH Position: Q3 2026 in Review

WealthBridge Capital Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.1% in Q3 2026, buying an estimated $53.8K and bringing the position to 100,977 shares worth $5.09M. The position accounts for 0.99% of the portfolio, ranked #24.

WealthBridge Capital Management first reported a position in ICSH in Q2 2020 and has held it in 26 quarters since. 517 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

  • WealthBridge Capital Management held 100,977 shares of iShares Ultra Short Duration Bond Active ETF worth $5.09M as of Q3 2026.
  • WealthBridge Capital Management bought 1,066 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $53.8K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.99% of WealthBridge Capital Management's portfolio in Q3 2026, its #24 holding.
  • WealthBridge Capital Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2020 and has held it in 26 quarters since.
  • 517 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.