Advocacy Wealth Management Services’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
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2025
Q1 | $5.17M | Buy |
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|
2024
Q4 | $4.61M | Sell |
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|
2024
Q3 | $5.03M | Sell |
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|
2024
Q2 | $5.98M | Sell |
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|
2024
Q1 | $6.72M | Sell |
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|
2023
Q4 | $7.68M | Buy |
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|
2023
Q3 | $6.62M | Buy |
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|
2023
Q2 | $5.03M | Buy |
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|
2023
Q1 | $4.28M | Buy |
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|
2022
Q4 | $3.46M | Buy |
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|
2022
Q3 | $3M | Buy |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $3.75M | Sell |
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|
2021
Q3 | $3.95M | Buy |
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|
2021
Q2 | $3.91M | Sell |
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|
2021
Q1 | $5.6M | Sell |
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|
2020
Q4 | $6.25M | Sell |
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|
2020
Q3 | $6.47M | Buy |
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|
2020
Q2 | $3.26M | Buy |
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|
2020
Q1 | $2.05M | Sell |
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|
2019
Q4 | $3.18M | Buy |
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