Kovitz Investment Group Partners’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
7,790
| – | – | ﹤0.01% | 1052 |
|
|
2025
Q1 | $395K | Hold |
7,790
| – | – | ﹤0.01% | 964 |
|
|
2024
Q4 | $393K | Hold |
7,790
| – | – | ﹤0.01% | 960 |
|
|
2024
Q3 | $395K | Hold |
7,790
| – | – | ﹤0.01% | 799 |
|
|
2024
Q2 | $394K | Buy |
+7,790
| New | +$394K | ﹤0.01% | 686 |
|
|
2020
Q4 | – | Sell |
-20,550
| Closed | -$1.04M | – | 398 |
|
|
2020
Q3 | $1.04M | Buy |
+20,550
| New | +$1.04M | 0.03% | 252 |
|