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

YHB 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	$1.24M	Buy	24,456 +3,093	+14%	+$156K	0.08%	156
2026 Q1	$1.08M	Buy	21,363 +23	+0.1%	+$1.16K	0.08%	159
2025 Q4	$1.08M	Sell	21,340 -187	-0.9%	-$9.47K	0.07%	156
2025 Q3	$1.09M	Buy	21,527 +15,800	+276%	+$800K	0.08%	153
2025 Q2	$290K	Sell	5,727 -425	-7%	-$21.5K	0.02%	258
2025 Q1	$312K	Buy	6,152 +775	+14%	+$39.2K	0.03%	236
2024 Q4	$271K	Sell	5,377 -5,833	-52%	-$295K	0.02%	243
2024 Q3	$569K	Buy	11,210 +155	+1%	+$7.84K	0.05%	192
2024 Q2	$559K	Buy	+11,055	New	+$558K	0.05%	186
2024 Q1	–	Sell	-7,158	Closed	-$360K	–	275
2023 Q4	$360K	Buy	+7,158	New	+$360K	0.03%	211
2023 Q3	–	Sell	-4,054	Closed	-$204K	–	276
2023 Q2	$204K	Sell	4,054 -3,550	-47%	-$178K	0.02%	276
2023 Q1	$382K	Sell	7,604 -4,484	-37%	-$225K	0.04%	206
2022 Q4	$605K	Sell	12,088 -16,109	-57%	-$805K	0.06%	171
2022 Q3	$1.41M	Sell	28,197 -16,676	-37%	-$834K	0.16%	122
2022 Q2	$2.25M	Sell	44,873 -27,529	-38%	-$1.38M	0.24%	104
2022 Q1	$3.63M	Buy	72,402 +38,782	+115%	+$1.95M	0.32%	84
2021 Q4	$1.69M	Buy	+33,620	New	+$1.7M	0.13%	143

Other funds holding ICSH

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

RBC

Roble Belko & Company Sewickley, Pennsylvania $925M AUM 19.7% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

YHB Investment Advisors increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 14% in Q2 2026, buying an estimated $156K and bringing the position to 24,456 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #156.

YHB Investment Advisors first reported a position in ICSH in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.63M in Q1 2022. 216 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

YHB Investment Advisors held 24,456 shares of iShares Ultra Short Duration Bond Active ETF worth $1.24M as of Q2 2026.
YHB Investment Advisors bought 3,093 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $156K.
iShares Ultra Short Duration Bond Active ETF made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #156 holding.
YHB Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 17 quarters since.
YHB Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.63M in Q1 2022.
216 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.