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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-218,419	Closed	-$11.1M	–	89
2025 Q2	$11.1M	Buy	218,419 +194,262	+804%	+$9.82M	3.5%	9
2025 Q1	$1.22M	Sell	24,157 -41,920	-63%	-$2.12M	0.43%	35
2024 Q4	$3.33M	Buy	+66,077	New	+$3.34M	1.15%	26

Other funds holding ICSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WJ Wealth Management's ICSH Position: Q3 2025 in Review

WJ Wealth Management sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q3 2025, closing a stake of 218,419 shares — an estimated $11.1M sold.

WJ Wealth Management first reported a position in ICSH in Q4 2024 and held it in 3 quarters. The position peaked at $11.1M in Q2 2025. 470 funds tracked by Wall St. Rank hold ICSH as of Q3 2025.

WJ Wealth Management reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q3 2025 after selling out during the quarter.
WJ Wealth Management sold 218,419 iShares Ultra Short Duration Bond Active ETF shares in Q3 2025, an estimated $11.1M.
WJ Wealth Management first reported a position in iShares Ultra Short Duration Bond Active ETF in Q4 2024 and held it in 3 quarters.
WJ Wealth Management's iShares Ultra Short Duration Bond Active ETF position peaked at $11.1M in Q2 2025.
470 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.