CLA (CliftonLarsonAllen) 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
Q1 | – | Sell |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $866K | Sell |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $896K | Sell |
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|
2023
Q3 | $1.11M | Hold |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $910K | Sell |
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|
2022
Q4 | $997K | Hold |
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|
2022
Q3 | $996K | Hold |
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|
2022
Q2 | $997K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $8.39M | Sell |
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|
2021
Q1 | $14.2M | Sell |
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|
2020
Q4 | $18.3M | Buy |
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|
2020
Q3 | $13.8M | Buy |
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