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Roehl & Yi Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Roehl & Yi 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 		$26.3K Buy
26,264
+12,116
+86% +$613K 0.01% 178
2025
Q4 		$14.1K Hold
14,148
– – 0.01% 170
2025
Q3 		$14.1K Hold
14,148
– – 0.01% 166
2025
Q2 		$14.1K Hold
14,148
– – 0.01% 155
2025
Q1 		$14.1K Hold
14,148
– – 0.01% 150
2024
Q4 		$14.1K Buy
+14,148
New +$715K 0.01% 151

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FDCP
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Bank of America
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Fidelity Investments
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LPL Financial
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Temasek Holdings
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DCM
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Wealth Enhancement Advisory Services
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Royal Bank of Canada
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return