Burt Wealth Advisors’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 | $5.09M | Buy |
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2025
Q2 | $931K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $11.1M | Sell |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $12.3M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $11.5M | Sell |
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|
2021
Q1 | $11.7M | Buy |
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|
2020
Q4 | $11.3M | Buy |
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|
2020
Q3 | $8.47M | Buy |
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|
2020
Q2 | $76K | Hold |
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|
2020
Q1 | $75K | Buy |
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