Leading Edge Financial Planning’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 | $390K | Sell |
7,692
-1,012
| -12% | -$51.3K | 0.11% | 42 |
|
|
2025
Q1 | $441K | Sell |
8,704
-246
| -3% | -$12.5K | 0.14% | 38 |
|
|
2024
Q4 | $451K | Sell |
8,950
-4,089
| -31% | -$206K | 0.15% | 38 |
|
|
2024
Q3 | $662K | Buy |
13,039
+927
| +8% | +$47K | 0.22% | 30 |
|
|
2024
Q2 | $612K | Buy |
12,112
+1,006
| +9% | +$50.8K | 0.25% | 29 |
|
|
2024
Q1 | $562K | Sell |
11,106
-780
| -7% | -$39.4K | 0.25% | 28 |
|
|
2023
Q4 | $599K | Sell |
11,886
-3,330
| -22% | -$168K | 0.31% | 28 |
|
|
2023
Q3 | $767K | Buy |
15,216
+1,966
| +15% | +$99K | 0.49% | 30 |
|
|
2023
Q2 | $666K | Buy |
13,250
+842
| +7% | +$42.4K | 0.44% | 32 |
|
|
2023
Q1 | $624K | Buy |
12,408
+4,037
| +48% | +$203K | 0.45% | 33 |
|
|
2022
Q4 | $419K | Buy |
+8,371
| New | +$419K | 0.36% | 39 |
|