WBH Advisory’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$661K Sell
8,247
-407
-5% -$31.6K 0.04% 222
2026
Q1
$612K Sell
8,654
-333
-4% -$24.5K 0.05% 212
2025
Q4
$666K Buy
8,987
+52
+0.6% +$3.83K 0.05% 204
2025
Q3
$648K Sell
8,935
-154
-2% -$10.8K 0.05% 208
2025
Q2
$611K Buy
9,089
+306
+3% +$19K 0.05% 203
2025
Q1
$532K Sell
8,783
-184
-2% -$11.8K 0.05% 202
2024
Q4
$574K Buy
8,967
+352
+4% +$22.7K 0.05% 201
2024
Q3
$541K Sell
8,615
-1,092
-11% -$65.9K 0.05% 206
2024
Q2
$577K Sell
9,707
-34
-0.3% -$1.94K 0.06% 195
2024
Q1
$559K Buy
9,741
+553
+6% +$30.3K 0.06% 198
2023
Q4
$481K Buy
+9,188
New +$449K 0.05% 215

Other funds holding LCTU

WBH Advisory's LCTU Position: Q2 2026 in Review

WBH Advisory reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.7% in Q2 2026, selling an estimated $31.6K and leaving 8,247 shares worth $661K. The position accounts for 0.04% of the portfolio, ranked #222.

WBH Advisory first reported a position in LCTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $666K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • WBH Advisory held 8,247 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $661K as of Q2 2026.
  • WBH Advisory sold 407 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $31.6K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of WBH Advisory's portfolio in Q2 2026, its #222 holding.
  • WBH Advisory first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
  • WBH Advisory's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $666K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.