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

Congress Wealth Management’s Portfolio ICSH Stock Details ICSH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$14.5M	Buy
2023 Q2	$1.76M	Sell
2023 Q1	$18.2M	Sell
2022 Q4	$47.5M	Buy
2022 Q3	$19M	Sell
2022 Q2	$19.5M	Sell
2022 Q1	$22.1M	Sell
2021 Q4	$25.3M	Buy