McGlone Suttner 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
Q2 | $230K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $228K | Sell |
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2024
Q3 | $265K | Sell |
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|
2024
Q2 | $424K | Buy |
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|
2024
Q1 | $319K | Sell |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $513K | Sell |
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|
2022
Q4 | $993K | Buy |
|