Carson Wealth (CWM 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
Q3 | $19M | Buy |
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|
2025
Q2 | $17.4M | Buy |
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|
2025
Q1 | $15.4M | Buy |
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|
2024
Q4 | $12.7M | Sell |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $12.9M | Buy |
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|
2024
Q1 | $10.5M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $774K | Buy |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $283K | Sell |
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|
2022
Q2 | $884K | Buy |
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|
2022
Q1 | $886K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q2 | $1.09M | Hold |
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|
2021
Q1 | $1.09M | Hold |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $1.09M | Hold |
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|
2020
Q2 | $1.09M | Hold |
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|
2020
Q1 | $1.09M | Hold |
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|
2019
Q4 | $1.09M | Hold |
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|
2019
Q3 | $1.09M | Hold |
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|
2019
Q2 | $1.09M | Hold |
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|
2019
Q1 | $1.09M | Buy |
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