Heritage 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $275K | Hold |
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|
2022
Q1 | $276K | Hold |
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|
2021
Q4 | $277K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $499K | Hold |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $30.1M | Sell |
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|
2020
Q3 | $35.8M | Buy |
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|
2020
Q2 | $35.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $940K | Buy |
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|
2019
Q3 | $852K | Buy |
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|
2019
Q2 | $71K | Buy |
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