BSW Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,000
| Closed | -$302K | – | 266 |
|
|
2023
Q2 | $302K | Hold |
6,000
| – | – | 0.06% | 184 |
|
|
2023
Q1 | $302K | Hold |
6,000
| – | – | 0.06% | 216 |
|
|
2022
Q4 | $300K | Hold |
6,000
| – | – | 0.06% | 215 |
|
|
2022
Q3 | $300K | Sell |
6,000
-1,701
| -22% | -$85.1K | 0.07% | 183 |
|
|
2022
Q2 | $385K | Buy |
+7,701
| New | +$385K | 0.09% | 150 |
|