VBFP
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Valtinson Bruner Financial Planning’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$38.9M Buy
767,895
+67,344
+10% +$3.42M 12.22% 1
2025
Q1
$35.5M Buy
700,551
+421,925
+151% +$21.4M 12.01% 1
2024
Q4
$14.1M Buy
278,626
+62,762
+29% +$3.17M 4.91% 5
2024
Q3
$11M Buy
+215,864
New +$11M 3.82% 6