Regal Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Regal Investment Advisors’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	$770K	Sell	15,207 -1,087	-7%	-$55K	0.04%	345
2025 Q4	$824K	Buy	16,294 +359	+2%	+$18.2K	0.05%	319
2025 Q3	$809K	Sell	15,935 -78	-0.5%	-$3.95K	0.05%	301
2025 Q2	$812K	Sell	16,013 -206	-1%	-$10.4K	0.06%	268
2025 Q1	$822K	Sell	16,219 -606	-4%	-$30.6K	0.07%	242
2024 Q4	$848K	Sell	16,825 -228	-1%	-$11.5K	0.06%	247
2024 Q3	$865K	Sell	17,053 -22,782	-57%	-$1.15M	0.06%	268
2024 Q2	$2.01M	Sell	39,835 -25,895	-39%	-$1.31M	0.13%	172
2024 Q1	$3.32M	Sell	65,730 -5,357	-8%	-$270K	0.23%	125
2023 Q4	$3.58M	Buy	71,087 +1,321	+2%	+$66.5K	0.27%	112
2023 Q3	$3.51M	Sell	69,766 -3,122	-4%	-$157K	0.3%	93
2023 Q2	$3.67M	Sell	72,888 -1,105	-1%	-$55.5K	0.31%	89
2023 Q1	$3.72M	Buy	73,993 +2,759	+4%	+$138K	0.33%	85
2022 Q4	$3.56M	Buy	+71,234	New	+$3.56M	0.35%	82

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

Regal Investment Advisors's ICSH Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 6.7% in Q1 2026, selling an estimated $55K and leaving 15,207 shares worth $770K. The position accounts for 0.04% of the portfolio, ranked #345.

Regal Investment Advisors first reported a position in ICSH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.72M in Q1 2023. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Regal Investment Advisors held 15,207 shares of iShares Ultra Short Duration Bond Active ETF worth $770K as of Q1 2026.
Regal Investment Advisors sold 1,087 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $55K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Regal Investment Advisors's portfolio in Q1 2026, its #345 holding.
Regal Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 14 quarters since.
Regal Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.72M in Q1 2023.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.