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

Ridgeline Wealth’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	–	Sell	-3,990	Closed	-$202K	–	55
2025 Q4	$202K	Buy	+3,990	New	+$202K	0.14%	52
2025 Q2	–	Sell	-6,283	Closed	-$319K	–	54
2025 Q1	$319K	Sell	6,283 -15,649	-71%	-$791K	0.27%	40
2024 Q4	$1.11M	Buy	+21,932	New	+$1.11M	0.9%	19

Other funds holding ICSH

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

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

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

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

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 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

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

Ridgeline Wealth's ICSH Position: Q1 2026 in Review

Ridgeline Wealth sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026, closing a stake of 3,990 shares — an estimated $202K sold.

Ridgeline Wealth first reported a position in ICSH in Q4 2024 and held it in 3 quarters. The position peaked at $1.11M in Q4 2024. 527 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Ridgeline Wealth reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q1 2026 after selling out during the quarter.
Ridgeline Wealth sold 3,990 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $202K.
Ridgeline Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 3 quarters.
Ridgeline Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $1.11M in Q4 2024.
527 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Ridgeline Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.