Cherry Tree Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.24K Buy
+123
New +$6.24K ﹤0.01% 457
2023
Q3
Sell
-2,632
Closed -$132K 604
2023
Q2
$132K Buy
+2,632
New +$132K 0.04% 168