Mascoma 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
Q3 | $395K | Sell |
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|
2025
Q2 | $555K | Buy |
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2025
Q1 | $555K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $752K | Sell |
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|
2024
Q1 | $956K | Sell |
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|
2023
Q4 | $1.69M | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $3.65M | Sell |
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|
2022
Q4 | $5.73M | Buy |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.47M | Buy |
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|
2022
Q1 | $4.27M | Buy |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.74M | Sell |
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|
2021
Q2 | $3.78M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.58M | Buy |
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|
2019
Q3 | $4.3M | Buy |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $416K | Buy |
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