Violich Capital Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Violich Capital Management’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 Q2	–	Sell	-7,060	Closed	-$358K	–	101
2025 Q1	$358K	Hold	7,060	–	–	0.05%	89
2024 Q4	$356K	Sell	7,060 -3,500	-33%	-$177K	0.05%	86
2024 Q3	$536K	Hold	10,560	–	–	0.07%	81
2024 Q2	$534K	Sell	10,560 -1,390	-12%	-$70.1K	0.07%	80
2024 Q1	$604K	Sell	11,950 -3,030	-20%	-$153K	0.09%	75
2023 Q4	$754K	Buy	+14,980	New	+$754K	0.12%	63

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Violich Capital Management's ICSH Position: Q2 2025 in Review

Violich Capital Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025, closing a stake of 7,060 shares — an estimated $358K sold.

Violich Capital Management first reported a position in ICSH in Q4 2023 and held it in 6 quarters. The position peaked at $754K in Q4 2023. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

Violich Capital Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2025 after selling out during the quarter.
Violich Capital Management sold 7,060 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $358K.
Violich Capital Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2023 and held it in 6 quarters.
Violich Capital Management's iShares Ultra Short Duration Bond Active ETF position peaked at $754K in Q4 2023.
451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Violich Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.