JFS 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
2026
Q1
$7.59K Buy
2023
Q3
Sell
2023
Q2
$356K Hold
2023
Q1
$356K Sell
2022
Q4
$3M Hold
2022
Q3
$3M Sell
2022
Q2
$3.12M Hold
2022
Q1
$3.13M Buy
2021
Q4
$3.02M Buy
2021
Q3
$2.51M Buy
2021
Q2
$1.02M Buy
2021
Q1
$10K Hold
2020
Q4
$10K Hold
2020
Q3
$10K Buy