Spinnaker Investment Group’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Spinnaker Investment Group’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	$284K	Buy	5,625 +118	+2%	+$5.96K	0.04%	138
2026 Q2	$279K	Buy	5,507 +122	+2%	+$6.17K	0.04%	138
2026 Q1	$273K	Sell	5,385 -272	-5%	-$13.8K	0.06%	111
2025 Q4	$286K	Buy	5,657 +191	+3%	+$9.67K	0.05%	132
2025 Q3	$277K	Buy	5,466 +490	+10%	+$24.8K	0.05%	130
2025 Q2	$252K	Sell	4,976 -122	-2%	-$6.17K	0.06%	86
2025 Q1	$258K	Buy	+5,098	New	+$258K	0.06%	92

Other funds holding ICSH

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

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

FFA

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

GGS

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

CPC

Congress Park Capital Saratoga Springs, New York $381M AUM 20.14% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Spinnaker Investment Group's ICSH Position: Q3 2026 in Review

Spinnaker Investment Group increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 2.1% in Q3 2026, buying an estimated $5.96K and bringing the position to 5,625 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #138.

Spinnaker Investment Group first reported a position in ICSH in Q1 2025 and has held it in 7 quarters since. The position peaked at $286K in Q4 2025. 61 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Spinnaker Investment Group held 5,625 shares of iShares Ultra Short Duration Bond Active ETF worth $284K as of Q3 2026.
Spinnaker Investment Group bought 118 iShares Ultra Short Duration Bond Active ETF shares in Q3 2026, an estimated $5.96K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Spinnaker Investment Group's portfolio in Q3 2026, its #138 holding.
Spinnaker Investment Group first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2025 and has held it in 7 quarters since.
Spinnaker Investment Group's iShares Ultra Short Duration Bond Active ETF position peaked at $286K in Q4 2025.
61 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Spinnaker Investment Group's 13F filing for Q3 2026, filed 13 Oct 2026.