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 Q2	–	Sell	-221,346	Closed	-$11.2M	–	37
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

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

Boulder Wealth Advisors's ICSH Position: Q2 2026 in Review

Boulder Wealth Advisors sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2026, closing a stake of 221,346 shares — an estimated $11.2M sold.

Boulder Wealth Advisors first reported a position in ICSH in Q4 2022 and held it in 6 quarters. The position peaked at $11.2M in Q1 2026. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Boulder Wealth Advisors reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2026 after selling out during the quarter.
Boulder Wealth Advisors sold 221,346 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $11.2M.
Boulder Wealth Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 6 quarters.
Boulder Wealth Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $11.2M in Q1 2026.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.