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 Q3	$212K	Hold	4,211	–	–	0.01%	423
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Capital Advantage Walnut Creek, California $834M AUM 15.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's ICSH Position: Q3 2026 in Review

Root Financial Partners held its iShares Ultra Short Duration Bond Active ETF (ICSH) position steady in Q3 2026 at 4,211 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #423.

Root Financial Partners first reported a position in ICSH in Q3 2025 and has held it in 5 quarters since. The position peaked at $213K in Q2 2026. 334 funds tracked by Wall St. Rank hold ICSH as of Q3 2026.

Root Financial Partners held 4,211 shares of iShares Ultra Short Duration Bond Active ETF worth $212K as of Q3 2026.
Root Financial Partners left its iShares Ultra Short Duration Bond Active ETF share count unchanged in Q3 2026.
iShares Ultra Short Duration Bond Active ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #423 holding.
Root Financial Partners first reported a position in iShares Ultra Short Duration Bond Active ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's iShares Ultra Short Duration Bond Active ETF position peaked at $213K in Q2 2026.
334 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.