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

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

CSP

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

Exeter Financial Scottsdale, Arizona $261M AUM 20.48% 1-Year Est. Return

CPC

Congress Park Capital Saratoga Springs, New York $370M AUM 26.01% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $102M AUM

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. 95 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.
95 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.