Geneos Wealth Management’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 | $122K | Sell |
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|
2025
Q2 | $123K | Sell |
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2025
Q1 | $163K | Buy |
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|
2024
Q4 | $57.7K | Sell |
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|
2024
Q3 | $58.8K | Sell |
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|
2024
Q2 | $59.2K | Sell |
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|
2024
Q1 | $60K | Sell |
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|
2023
Q4 | $60.6K | Sell |
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|
2023
Q3 | $61.2K | Sell |
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|
2023
Q2 | $72K | Sell |
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|
2023
Q1 | $73.1K | Buy |
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|
2022
Q4 | $62.1K | Sell |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $65K | Sell |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $74K | Sell |
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|
2021
Q2 | $78K | Sell |
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|
2021
Q1 | $176K | Buy |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $66K | Hold |
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|
2020
Q2 | $66K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Sell |
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|
2019
Q1 | $61K | Buy |
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