Capstone Financial 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
Q2 | $556K | Sell |
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|
2025
Q1 | $583K | Buy |
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|
2024
Q4 | $576K | Buy |
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2024
Q3 | $576K | Buy |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $570K | Buy |
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|
2023
Q3 | $557K | Sell |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $624K | Sell |
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|
2022
Q4 | $661K | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.86M | Sell |
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|
2021
Q4 | $1.93M | Sell |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $3.58M | Sell |
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|
2021
Q1 | $3.8M | Sell |
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|
2020
Q4 | $3.93M | Sell |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $1.85M | Buy |
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