Root Financial Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Root Financial Partners’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	$91.1K	Sell	1,799 -236	-12%	-$11.9K	﹤0.01%	605
2025 Q4	$103K	Buy	2,035 +29	+1%	+$1.47K	0.01%	460
2025 Q3	$102K	Buy	+2,006	New	+$102K	0.01%	442

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

Root Financial Partners's ICSH Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 12% in Q1 2026, selling an estimated $11.9K and leaving 1,799 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Root Financial Partners first reported a position in ICSH in Q3 2025 and has held it in 3 quarters since. The position peaked at $103K in Q4 2025. 522 funds tracked by Wall St. Rank hold ICSH as of Q1 2026.

Root Financial Partners held 1,799 shares of iShares Ultra Short Duration Bond Active ETF worth $91.1K as of Q1 2026.
Root Financial Partners sold 236 iShares Ultra Short Duration Bond Active ETF shares in Q1 2026, an estimated $11.9K.
iShares Ultra Short Duration Bond Active ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #605 holding.
Root Financial Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $103K in Q4 2025.
522 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.