Appleton Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $675K | Hold |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $473K | Sell |
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|
2018
Q4 | $489K | Sell |
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|
2018
Q3 | $1.02M | Buy |
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|
2018
Q2 | $889K | Sell |
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|
2018
Q1 | $951K | Buy |
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