Morton Brown Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-146
| Closed | -$7.35K | – | 259 |
|
|
2023
Q4 | $7.35K | Hold |
146
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $7.36K | Hold |
146
| – | – | ﹤0.01% | 139 |
|
|
2023
Q2 | $7.34K | Hold |
146
| – | – | ﹤0.01% | 131 |
|
|
2023
Q1 | $7.34K | Hold |
146
| – | – | ﹤0.01% | 145 |
|
|
2022
Q4 | $7.31K | Hold |
146
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $7K | Hold |
146
| – | – | 0.01% | 126 |
|
|
2022
Q2 | $7K | Hold |
146
| – | – | 0.01% | 122 |
|
|
2022
Q1 | $7K | Hold |
146
| – | – | 0.01% | 115 |
|
|
2021
Q4 | $7K | Buy |
+146
| New | +$7K | 0.01% | 131 |
|