WIA
ICSH icon

Wetzel Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Wetzel Investment 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 		$200K Sell
3,962
-7,693
-66% -$389K 0.07% 138
2026
Q1 		$590K Buy
11,655
+4,555
+64% +$231K 0.23% 66
2025
Q4 		$359K Buy
7,100
+1,945
+38% +$98.5K 0.15% 86
2025
Q3 		$262K Buy
5,155
+715
+16% +$36.2K 0.11% 105
2025
Q2 		$225K Buy
+4,440
New +$225K 0.1% 114

Other funds holding ICSH

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Wetzel Investment Advisors's ICSH Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 66% in Q2 2026, selling an estimated $389K and leaving 3,962 shares worth $200K. The position accounts for 0.07% of the portfolio, ranked #138.

Wetzel Investment Advisors first reported a position in ICSH in Q2 2025 and has held it in 5 quarters since. The position peaked at $590K in Q1 2026. 368 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

  • Wetzel Investment Advisors held 3,962 shares of iShares Ultra Short Duration Bond Active ETF worth $200K as of Q2 2026.
  • Wetzel Investment Advisors sold 7,693 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $389K.
  • iShares Ultra Short Duration Bond Active ETF made up 0.07% of Wetzel Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • Wetzel Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2025 and has held it in 5 quarters since.
  • Wetzel Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $590K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.