Ridgewood Investments’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-523	Closed	-$26.5K	–	421
2025 Q2	$26.5K	Hold	523	–	–	0.01%	410
2025 Q1	$26.5K	Sell	523 -1	-0.2%	-$51	0.01%	395
2024 Q4	$26.4K	Hold	524	–	–	0.01%	396
2024 Q3	$26.6K	Sell	524 -1	-0.2%	-$51	0.01%	398
2024 Q2	$26.5K	Buy	+525	New	+$26.5K	0.01%	411
2023 Q3	–	Sell	-525	Closed	-$26.4K	–	446
2023 Q2	$26.4K	Hold	525	–	–	0.02%	415
2023 Q1	$26.4K	Buy	+525	New	+$26.3K	0.02%	429

Other funds holding ICSH

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FDCP

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

DCM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ridgewood Investments's ICSH Position: Q3 2025 in Review

Ridgewood Investments sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 523 shares — an estimated $26.5K sold.

Ridgewood Investments first reported a position in ICSH in Q1 2023 and held it in 7 quarters. The position peaked at $26.6K in Q3 2024. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

Ridgewood Investments reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 523 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $26.5K.
Ridgewood Investments first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's iShares Ultra Short Duration Bond Active ETF position peaked at $26.6K in Q3 2024.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.