Bogart Wealth LLC’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 | $27.3M | Buy |
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|
2025
Q1 | $77.3K | Buy |
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|
2024
Q4 | $49.9K | Hold |
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|
2024
Q3 | $50.2K | Sell |
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|
2024
Q2 | $51.8K | Sell |
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|
2024
Q1 | $51.9K | Sell |
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|
2023
Q4 | $57.5K | Sell |
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|
2023
Q3 | $135K | Sell |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $794K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $12.7M | Buy |
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|
2021
Q2 | $10.7M | Buy |
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|
2021
Q1 | $8.68M | Sell |
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|
2020
Q4 | $31.8M | Sell |
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|
2020
Q3 | $42M | Sell |
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|
2020
Q2 | $42.6M | Buy |
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|
2020
Q1 | $16.1M | Buy |
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|
2019
Q4 | $28K | Hold |
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|
2019
Q3 | $28K | Buy |
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