Panoramic Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Buy |
79,084
+30,624
| +63% | +$1.55M | 2.46% | 8 |
|
|
2025
Q1 | $2.46M | Buy |
48,460
+1,667
| +4% | +$84.5K | 1.66% | 19 |
|
|
2024
Q4 | $2.36M | Buy |
46,793
+2,865
| +7% | +$144K | 1.54% | 20 |
|
|
2024
Q3 | $2.23M | Buy |
+43,928
| New | +$2.23M | 1.54% | 18 |
|
|
2024
Q1 | $2.35M | Buy |
46,555
+655
| +1% | +$33.1K | 1.73% | 16 |
|
|
2023
Q4 | $2.31M | Sell |
45,900
-7,820
| -15% | -$394K | 2% | 12 |
|
|
2023
Q3 | $2.71M | Buy |
+53,720
| New | +$2.71M | 2.49% | 9 |
|
|
2022
Q4 | $3.24M | Buy |
+64,759
| New | +$3.24M | 3.32% | 6 |
|