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 Q2	$7.01K	Buy	139 +2	+1%	+$101	0.01%	182
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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 $672B AUM 33.48% 1-Year Est. Return

Leo H. Evart Inc's ICSH Position: Q2 2026 in Review

Leo H. Evart Inc increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 1.5% in Q2 2026, buying an estimated $101 and bringing the position to 139 shares worth $7.01K. The position accounts for 0.01% of the portfolio, ranked #182.

Leo H. Evart Inc first reported a position in ICSH in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.36M in Q1 2022. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Leo H. Evart Inc held 139 shares of iShares Ultra Short Duration Bond Active ETF worth $7.01K as of Q2 2026.
Leo H. Evart Inc bought 2 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $101.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Leo H. Evart Inc's portfolio in Q2 2026, its #182 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 6 quarters since.
Leo H. Evart Inc's iShares Ultra Short Duration Bond Active ETF position peaked at $2.36M in Q1 2022.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.