Elevate Wealth Advisory’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
15,418
+2,401
| +18% | +$122K | 0.56% | 35 |
|
|
2025
Q1 | $660K | Sell |
13,017
-785
| -6% | -$39.8K | 0.47% | 40 |
|
|
2024
Q4 | $696K | Buy |
13,802
+738
| +6% | +$37.2K | 0.52% | 36 |
|
|
2024
Q3 | $663K | Buy |
13,064
+2,772
| +27% | +$141K | 0.49% | 36 |
|
|
2024
Q2 | $520K | Buy |
10,292
+99
| +1% | +$5K | 0.42% | 37 |
|
|
2024
Q1 | $515K | Buy |
10,193
+7,448
| +271% | +$377K | 0.45% | 33 |
|
|
2023
Q4 | $138K | Buy |
+2,745
| New | +$138K | 0.13% | 63 |
|