ICSH — iShares Ultra Short-Term Bond ETF

Ownership history in Able Wealth Management LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares Ultra Short-Term Bond ETF (ICSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.74% (2025 Q3)
Avg. % of fund
1.17%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 123,673 -19,842 -13.8% 1.98% $6.3M $50.25
2025 Q3 ADDED 143,515 +104,801 +270.7% 2.74% $7.3M $49.68
2025 Q2 ADDED 38,714 +16,758 +76.3% 0.99% $2.0M $49.06
2025 Q1 ADDED 21,956 +2,878 +15.1% 0.66% $1.1M $48.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ICSH price (monthly, adj. close)

Other funds also holding ICSH

As of 2025 Q4 — sorted by position size

ACUTE INVESTMENT ADVISORY, LLC 3Y 16.01% FOSTER DYKEMA CABOT & PARTNERS, LLC 12.51% Valtinson Bruner Financial Planning LLC 3Y 7Y 10.64% MAINSAIL ASSET MANAGEMENT, LLC 8.85% MY Wealth Management Inc. 3Y 8.13% Bay Capital Advisors, LLC 6.41% Exeter Financial, LLC 3Y 7Y 5.58% Iron Gate Global Advisors LLC 3Y 7Y 5.26% Winthrop Advisory Group LLC 3Y 7Y 5.05% Capital Advantage, Inc. 3Y 7Y 4.9%
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