Lifelong Wealth Advisors’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
$271K Hold
5,353
0.09% 64
2025
Q1
$271K Sell
5,353
-27
-0.5% -$1.37K 0.13% 55
2024
Q4
$271K Buy
+5,380
New +$271K 0.12% 53