Aprio Wealth Management’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
Q3 | $609K | Sell |
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|
2025
Q2 | $689K | Sell |
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2025
Q1 | $712K | Sell |
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|
2024
Q4 | $788K | Sell |
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|
2024
Q3 | $941K | Buy |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $936K | Buy |
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|
2022
Q3 | $916K | Sell |
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|
2022
Q2 | $1.37M | Sell |
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|
2022
Q1 | $2.68M | Sell |
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|
2021
Q4 | $4.53M | Sell |
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|
2021
Q3 | $4.75M | Sell |
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|
2021
Q2 | $11.7M | Buy |
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