Octavia Wealth Advisors’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 | $488K | Sell |
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|
2025
Q1 | $683K | Hold |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $695K | Buy |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $760K | Sell |
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|
2023
Q3 | $906K | Buy |
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|
2023
Q2 | $861K | Buy |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $6.08M | Buy |
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|
2022
Q3 | $5.55M | Buy |
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|
2022
Q2 | $5.35M | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.42M | Sell |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $9.07M | Buy |
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|
2021
Q1 | $8.14M | Sell |
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|
2020
Q4 | $9.73M | Buy |
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