Sequoia Financial 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
$358K Buy
7,060
+1,700
+32% +$86.2K ﹤0.01% 1155
2025
Q1
$272K Buy
+5,360
New +$272K ﹤0.01% 1099