Patriot Financial Group Insurance Agency 13F: New $4.9M Stake in ICSH

Patriot Financial Group Insurance Agency opened a brand-new position in the iShares Ultra Short Duration Bond Active ETF ICSH, according to a recent Form 13F filing with the Securities and Exchange Commission on October 14, 2026. Institutional 13F reports look backward at the end of a reporting period, meaning these trades took place earlier and might not match the firm's exact holdings today. ## Inside Patriot Financial Group's ICSH Trade

The filing shows Patriot Financial Group Insurance Agency bought 96,441 shares of the short-duration bond fund. Because this is a brand-new holding for the firm, there were no prior shares on the books. The newly established stake was valued at roughly $4.86 million when reported. ## iShares Ultra Short Duration Bond Active ETF Stock Snapshot

Shares of the fund recently traded around $50.38 as of October 16, 2026. That puts the price right around its 50-day moving average of $50.41. The stock has moved in a 52-week range between $50.23 and $50.77.

Dividend

The fund recently carried a dividend yield of about 4.17%.

About iShares Ultra Short Duration Bond Active ETF

The fund invests primarily in U.S. dollar-denominated, investment-grade debt securities. It aims to generate income while keeping duration low by holding fixed- and floating-rate bonds rated BBB- or higher. For institutional managers like Patriot Financial Group, short-duration bond funds offer a way to park cash and pick up steady yield without taking on heavy interest rate risk.

Bottom Line

Investors tracking Patriot Financial Group will have to wait for the next round of SEC filings to see if the firm holds onto its short-duration bond exposure. Keep in mind that 13F reports only give a snapshot of past trades and don't show real-time buying or selling. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.