Independent Solutions 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
Q1 | – | Sell |
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|
2024
Q4 | $275K | Sell |
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|
2024
Q3 | $1.82M | Sell |
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2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $2.03M | Sell |
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|
2023
Q3 | $2.07M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.46M | Sell |
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|
2022
Q2 | $2.53M | Sell |
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|
2022
Q1 | $2.8M | Sell |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $3.31M | Sell |
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|
2021
Q2 | $3.8M | Sell |
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|
2021
Q1 | $4.05M | Buy |
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|
2020
Q4 | $3.51M | Sell |
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|
2020
Q3 | $3.61M | Buy |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $2.59M | Buy |
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