GWAM
Guardian Wealth Advisors (Minnesota)’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
37,521
-1,851
| -5% | -$93.9K | 1.13% | 15 |
|
|
2025
Q1 | $2M | Sell |
39,372
-531
| -1% | -$26.9K | 1.28% | 16 |
|
|
2024
Q4 | $2.01M | Sell |
39,903
-1,407
| -3% | -$71K | 1.29% | 16 |
|
|
2024
Q3 | $2.1M | Buy |
41,310
+461
| +1% | +$23.4K | 1.29% | 13 |
|
|
2024
Q2 | $2.06M | Sell |
40,849
-145
| -0.4% | -$7.33K | 1.34% | 13 |
|
|
2024
Q1 | $2.07M | Sell |
40,994
-1,786
| -4% | -$90.3K | 1.35% | 13 |
|
|
2023
Q4 | $2.15M | Sell |
42,780
-3,272
| -7% | -$165K | 1.5% | 13 |
|
|
2023
Q3 | $2.32M | Sell |
46,052
-2,447
| -5% | -$123K | 1.78% | 13 |
|
|
2023
Q2 | $2.44M | Sell |
48,499
-974
| -2% | -$49K | 1.79% | 13 |
|
|
2023
Q1 | $2.49M | Sell |
49,473
-12,228
| -20% | -$614K | 1.95% | 13 |
|
|
2022
Q4 | $3.09M | Sell |
61,701
-3,930
| -6% | -$197K | 2.74% | 12 |
|
|
2022
Q3 | $3.28M | Sell |
65,631
-3,090
| -4% | -$155K | 3.19% | 12 |
|
|
2022
Q2 | $3.44M | Sell |
68,721
-4,410
| -6% | -$221K | 3.17% | 13 |
|
|
2022
Q1 | $3.67M | Buy |
73,131
+2,227
| +3% | +$112K | 3.02% | 13 |
|
|
2021
Q4 | $3.57M | Buy |
70,904
+999
| +1% | +$50.3K | 2.86% | 13 |
|
|
2021
Q3 | $3.53M | Buy |
69,905
+3,050
| +5% | +$154K | 3.14% | 13 |
|
|
2021
Q2 | $3.38M | Buy |
66,855
+6,305
| +10% | +$319K | 2.92% | 12 |
|
|
2021
Q1 | $3.06M | Buy |
60,550
+10,930
| +22% | +$552K | 2.83% | 12 |
|
|
2020
Q4 | $2.51M | Buy |
+49,620
| New | +$2.51M | 2.49% | 12 |
|