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

Future Financial Wealth Management’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
2025
Q4 		– Sell
-120
Closed -$6.09K – 253
2025
Q3 		$6.09K Hold
120
– – ﹤0.01% 405
2025
Q2 		$6.08K Hold
120
– – ﹤0.01% 395
2025
Q1 		$6.08K Hold
120
– – ﹤0.01% 392
2024
Q4 		$6.05K Hold
120
– – ﹤0.01% 392
2024
Q3 		$6.09K Buy
+120
New +$6.07K ﹤0.01% 406
2024
Q2 		– Sell
-120
Closed -$6.07K – 260
2024
Q1 		$6.07K Buy
+120
New +$6.06K ﹤0.01% 430
2022
Q2 		– Sell
-120
Closed -$6K – 287
2022
Q1 		$6K Hold
120
– – 0.01% 459
2021
Q4 		$6K Buy
+120
New +$6.05K ﹤0.01% 472

Other funds holding ICSH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return