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

LJI 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
2026 Q2	$2.26M	Buy	44,735 +11,490	+35%	+$581K	0.32%	31
2026 Q1	$1.68M	Buy	+33,245	New	+$1.68M	0.27%	38
2023 Q4	–	Sell	-4,010	Closed	-$202K	–	176
2023 Q3	$202K	Sell	4,010 -500	-11%	-$25.1K	0.06%	151
2023 Q2	$227K	Hold	4,510	–	–	0.07%	143
2023 Q1	$227K	Sell	4,510 -34,803	-89%	-$1.75M	0.07%	136
2022 Q4	$1.97M	Buy	+39,313	New	+$1.96M	0.69%	26

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LJI Wealth Management's ICSH Position: Q2 2026 in Review

LJI Wealth Management increased its iShares Ultra Short Duration Bond Active ETF (ICSH) stake by 35% in Q2 2026, buying an estimated $581K and bringing the position to 44,735 shares worth $2.26M. The position accounts for 0.32% of the portfolio, ranked #31.

LJI Wealth Management first reported a position in ICSH in Q4 2022 and has held it in 6 quarters since. 554 funds tracked by Wall St. Rank hold ICSH as of Q2 2026.

LJI Wealth Management held 44,735 shares of iShares Ultra Short Duration Bond Active ETF worth $2.26M as of Q2 2026.
LJI Wealth Management bought 11,490 iShares Ultra Short Duration Bond Active ETF shares in Q2 2026, an estimated $581K.
iShares Ultra Short Duration Bond Active ETF made up 0.32% of LJI Wealth Management's portfolio in Q2 2026, its #31 holding.
LJI Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2022 and has held it in 6 quarters since.
554 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.