Washington Trust’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Washington Trust’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	-1,500	Closed	-$76K	–	471
2025 Q1	$76K	Hold	1,500	–	–	﹤0.01%	356
2024 Q4	$75.6K	Buy	1,500 +500	+50%	+$25.3K	﹤0.01%	378
2024 Q3	$50.7K	Buy	+1,000	New	+$50.6K	﹤0.01%	451
2023 Q3	–	Sell	-125	Closed	-$6.29K	–	916
2023 Q2	$6.29K	Hold	125	–	–	﹤0.01%	689
2023 Q1	$6.28K	Hold	125	–	–	﹤0.01%	699
2022 Q4	$6.25K	Buy	+125	New	+$6.25K	﹤0.01%	692

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

Washington Trust's ICSH Position: Q2 2025 in Review

Washington Trust sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025, closing a stake of 1,500 shares — an estimated $76K sold.

Washington Trust first reported a position in ICSH in Q4 2022 and held it in 6 quarters. The position peaked at $76K in Q1 2025. 451 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

Washington Trust reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 1,500 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $76K.
Washington Trust first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and held it in 6 quarters.
Washington Trust's iShares Ultra Short Duration Bond Active ETF position peaked at $76K in Q1 2025.
451 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.