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 Q3	$409K	Buy	+8,132	New	+$410K	0.23%	40
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Global Strategic Investment Solutions Scottsdale, Arizona $1.14B AUM 12.88% 1-Year Est. Return

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Bay Capital Advisors Virginia Beach, Virginia $189M AUM 17.06% 1-Year Est. Return

MY Wealth Management Germantown, Maryland $137M AUM 11.24% 1-Year Est. Return

Ridgeline Wealth's ICSH Position: Q3 2026 in Review

Ridgeline Wealth opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2026: 8,132 shares worth $409K. The stake represents 0.23% of the portfolio and ranks #40 among its holdings. This is a return to the name: Ridgeline Wealth previously reported a position in ICSH as recently as Q4 2025.

Ridgeline Wealth first reported a position in ICSH in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.11M in Q4 2024. 161 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Ridgeline Wealth held 8,132 shares of iShares Ultra Short Duration Bond Active ETF worth $409K as of Q3 2026.
iShares Ultra Short Duration Bond Active ETF was a new Ridgeline Wealth position in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.23% of Ridgeline Wealth's portfolio in Q3 2026, its #40 holding.
Ridgeline Wealth first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and has held it in 4 quarters since.
Ridgeline Wealth's iShares Ultra Short Duration Bond Active ETF position peaked at $1.11M in Q4 2024.
161 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.