Avantax Advisory 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 | $2.15M | Buy |
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2025
Q1 | $2.04M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $1.13M | Buy |
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|
2023
Q4 | $509K | Sell |
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|
2023
Q3 | $590K | Sell |
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|
2023
Q2 | $820K | Sell |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $977K | Buy |
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|
2022
Q2 | $953K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.12M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.26M | Buy |
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