LIA
LBMC Investment Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-467,763
| Closed | -$289 | – | 169 |
|
|
2021
Q3 | $289 | Buy |
467,763
+462,427
| +8,666% | +$286 | 0.03% | 128 |
|
|
2021
Q2 | $270K | Buy |
+5,336
| New | +$270K | 0.03% | 136 |
|
|
2020
Q4 | – | Sell |
-6,144
| Closed | -$311K | – | 132 |
|
|
2020
Q3 | $311K | Buy |
+6,144
| New | +$311K | 0.04% | 86 |
|