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 Q2	$213K	Buy	4,211 +2,412	+134%	+$122K	0.01%	382
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

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

Root Financial Partners's ICSH Position: Q2 2026 in Review

Root Financial Partners increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 134% in Q2 2026, buying an estimated $122K and bringing the position to 4,211 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #382.

Root Financial Partners first reported a position in ICSH in Q3 2025 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

Root Financial Partners held 4,211 shares of iShares Ultra Short Duration Bond Active ETF worth $213K as of Q2 2026.
Root Financial Partners bought 2,412 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $122K.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #382 holding.
Root Financial Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 4 quarters since.
556 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.