Leo H. Evart Inc’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Leo H. Evart Inc’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 Q1	$6.95K	Buy	+137	New	+$6.94K	0.01%	179
2022 Q4	–	Sell	-6,748	Closed	-$337K	–	35
2022 Q3	$337K	Sell	6,748 -33,952	-83%	-$1.7M	0.51%	27
2022 Q2	$2.04M	Sell	40,700 -6,340	-13%	-$318K	2.48%	12
2022 Q1	$2.36M	Buy	47,040 +4,569	+11%	+$230K	2.44%	14
2021 Q4	$2.14M	Buy	+42,471	New	+$2.14M	2.08%	16

Other funds holding ICSH

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

FDCP

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

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

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

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

DCM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Leo H. Evart Inc's ICSH Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in iShares Ultra Short Duration Bond Active ETF (ICSH) in Q1 2026: 137 shares worth $6.95K. The stake represents 0.01% of the portfolio and ranks #179 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in ICSH as recently as Q3 2022.

Leo H. Evart Inc first reported a position in ICSH in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.36M in Q1 2022. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Leo H. Evart Inc held 137 shares of iShares Ultra Short Duration Bond Active ETF worth $6.95K as of Q1 2026.
iShares Ultra Short Duration Bond Active ETF was a new Leo H. Evart Inc position in Q1 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Leo H. Evart Inc's portfolio in Q1 2026, its #179 holding.
Leo H. Evart Inc first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2021 and has held it in 5 quarters since.
Leo H. Evart Inc's iShares Ultra Short Duration Bond Active ETF position peaked at $2.36M in Q1 2022.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.