New England Professional Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $219K | Sell |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $228K | Buy |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $221K | Hold |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $305K | Buy |
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|
2020
Q4 | $234K | Buy |
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