EP 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
Q2 | $123K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $116K | Sell |
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|
2023
Q3 | $476K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.44M | Hold |
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|
2019
Q4 | $4.48M | Buy |
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|
2019
Q3 | $501K | Hold |
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|
2019
Q2 | $501K | Buy |
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