Boulder Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Boulder Wealth 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 Q1	$11.2M	Buy	+221,346	New	+$11.2M	4.47%	7
2025 Q4	–	Sell	-40,709	Closed	-$2.07M	–	39
2025 Q3	$2.07M	Buy	+40,709	New	+$2.06M	0.96%	13
2025 Q1	$10.7M	Buy	210,213 +77,229	+58%	+$3.91M	6.2%	6
2024 Q4	$6.71M	Sell	132,984 -14,878	-10%	-$752K	3.46%	9
2024 Q3	$7.5M	Buy	+147,862	New	+$7.48M	4.08%	9
2022 Q4	$5.67M	Buy	+113,239	New	+$5.66M	5.07%	9

Other funds holding ICSH

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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 $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Boulder Wealth Advisors's ICSH Position: Q1 2026 in Review

Boulder Wealth Advisors opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026: 221,346 shares worth $11.2M. The stake represents 4.47% of the portfolio and ranks #7 among its holdings. This is a return to the name: Boulder Wealth Advisors previously reported a position in ICSH as recently as Q3 2025.

Boulder Wealth Advisors first reported a position in ICSH in Q4 2022 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Boulder Wealth Advisors held 221,346 shares of iShares Ultra Short Duration Bond Active ETF worth $11.2M as of Q1 2026.
iShares Ultra Short Duration Bond Active ETF was a new Boulder Wealth Advisors position in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 4.47% of Boulder Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Boulder Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.