Boltwood Capital Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Boltwood 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 Q2	$1.04M	Buy	20,600 +95	+0.5%	+$4.8K	0.24%	92
2026 Q1	$1.04M	Buy	20,505 +50	+0.2%	+$2.53K	0.26%	81
2025 Q4	$1.03M	Sell	20,455 -545	-3%	-$27.6K	0.27%	78
2025 Q3	$1.07M	Buy	21,000 +700	+3%	+$35.4K	0.28%	78
2025 Q2	$1.03M	Hold	20,300	–	–	0.29%	77
2025 Q1	$1.03M	Buy	20,300 +400	+2%	+$20.2K	0.31%	76
2024 Q4	$1M	Buy	19,900 +500	+3%	+$25.3K	0.31%	78
2024 Q3	$984K	Buy	19,400 +1,150	+6%	+$58.2K	0.29%	77
2024 Q2	$922K	Buy	18,250 +650	+4%	+$32.8K	0.29%	77
2024 Q1	$890K	Hold	17,600	–	–	0.28%	84
2023 Q4	$886K	Buy	17,600 +1,500	+9%	+$75.5K	0.29%	84
2023 Q3	$811K	Sell	16,100 -2,200	-12%	-$111K	0.3%	79
2023 Q2	$920K	Sell	18,300 -1,200	-6%	-$60.3K	0.33%	76
2023 Q1	$980K	Buy	19,500 +10,500	+117%	+$527K	0.37%	71
2022 Q4	$450K	Buy	9,000 +25	+0.3%	+$1.25K	0.18%	106
2022 Q3	$449K	Buy	8,975 +4,775	+114%	+$239K	0.21%	101
2022 Q2	$210K	Buy	+4,200	New	+$210K	0.09%	144

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Boltwood Capital Management's ICSH Position: Q2 2026 in Review

Boltwood Capital Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 0.46% in Q2 2026, buying an estimated $4.8K and bringing the position to 20,600 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #92.

Boltwood Capital Management first reported a position in ICSH in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.07M in Q3 2025. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Boltwood Capital Management held 20,600 shares of iShares Ultra Short Duration Bond Active ETF worth $1.04M as of Q2 2026.
Boltwood Capital Management bought 95 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $4.8K.
iShares Ultra Short Duration Bond Active ETF made up 0.24% of Boltwood Capital Management's portfolio in Q2 2026, its #92 holding.
Boltwood Capital Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q2 2022 and has held it in 17 quarters since.
Boltwood Capital Management's iShares Ultra Short Duration Bond Active ETF position peaked at $1.07M in Q3 2025.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.