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

WJ Wealth Management’s Portfolio ICSH Stock Details ICSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$11.1M Buy
218,419
+194,262
+804% +$9.85M 3.5% 9
2025
Q1 		$1.22M Sell
24,157
-41,920
-63% -$2.13M 0.43% 35
2024
Q4 		$3.33M Buy
+66,077
New +$3.33M 1.15% 26