HHM 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
Q3 | $51.5K | Hold |
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2025
Q2 | $51.4K | Hold |
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2025
Q1 | $51.4K | Hold |
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|
2024
Q4 | $51.1K | Hold |
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|
2024
Q3 | $51.5K | Hold |
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|
2024
Q2 | $51.2K | Hold |
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|
2024
Q1 | $51.3K | Hold |
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|
2023
Q4 | $51.1K | Sell |
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|
2023
Q3 | $91.2K | Hold |
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|
2023
Q2 | $91K | Hold |
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|
2023
Q1 | $91K | Hold |
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|
2022
Q4 | $90.6K | Sell |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $91K | Sell |
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|
2021
Q4 | $141K | Hold |
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|
2021
Q3 | $142K | Hold |
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|
2021
Q2 | $142K | Hold |
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|
2021
Q1 | $142K | Hold |
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|
2020
Q4 | $142K | Buy |
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