Elevate Wealth Advisory’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
$865K Buy
2025
Q2
$782K Buy
2025
Q1
$660K Sell
2024
Q4
$696K Buy
2024
Q3
$663K Buy
2024
Q2
$520K Buy
2024
Q1
$515K Buy
2023
Q4
$138K Buy