Atwood & Palmer’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.3K | Sell |
1,525
-4,252
| -74% | -$216K | ﹤0.01% | 212 |
|
|
2025
Q1 | $293K | Sell |
5,777
-8,000
| -58% | -$406K | 0.02% | 126 |
|
|
2024
Q4 | $695K | Sell |
13,777
-500
| -4% | -$25.2K | 0.05% | 98 |
|
|
2024
Q3 | $724K | Sell |
14,277
-150
| -1% | -$7.61K | 0.05% | 96 |
|
|
2024
Q2 | $729K | Sell |
14,427
-275
| -2% | -$13.9K | 0.06% | 91 |
|
|
2024
Q1 | $743K | Sell |
14,702
-725
| -5% | -$36.7K | 0.06% | 92 |
|
|
2023
Q4 | $777K | Sell |
15,427
-2,000
| -11% | -$101K | 0.06% | 87 |
|
|
2023
Q3 | $878K | Sell |
17,427
-40,770
| -70% | -$2.05M | 0.08% | 83 |
|
|
2023
Q2 | $2.93M | Buy |
58,197
+800
| +1% | +$40.2K | 0.26% | 63 |
|
|
2023
Q1 | $2.88M | Buy |
57,397
+1,700
| +3% | +$85.4K | 0.27% | 63 |
|
|
2022
Q4 | $2.79M | Buy |
55,697
+8,725
| +19% | +$437K | 0.25% | 68 |
|
|
2022
Q3 | $2.35M | Buy |
+46,972
| New | +$2.35M | 0.23% | 66 |
|