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 Q2	$700K	Sell	13,837 -1,370	-9%	-$69.2K	0.04%	391
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

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

Regal Investment Advisors's ICSH Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 9% in Q2 2026, selling an estimated $69.2K and leaving 13,837 shares worth $700K. The position accounts for 0.04% of the portfolio, ranked #391.

Regal Investment Advisors first reported a position in ICSH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.72M in Q1 2023. 557 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Regal Investment Advisors held 13,837 shares of iShares Ultra Short Duration Bond Active ETF worth $700K as of Q2 2026.
Regal Investment Advisors sold 1,370 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $69.2K.
iShares Ultra Short Duration Bond Active ETF made up 0.04% of Regal Investment Advisors's portfolio in Q2 2026, its #391 holding.
Regal Investment Advisors first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 15 quarters since.
Regal Investment Advisors's iShares Ultra Short Duration Bond Active ETF position peaked at $3.72M in Q1 2023.
557 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.