PWA
Peterson Wealth Advisors’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Sell |
48,187
-2,978
| -6% | -$151K | 0.4% | 27 |
|
|
2025
Q1 | $2.59M | Sell |
51,165
-2,379
| -4% | -$120K | 0.5% | 25 |
|
|
2024
Q4 | $2.7M | Buy |
53,544
+8,141
| +18% | +$411K | 0.49% | 24 |
|
|
2024
Q3 | $2.3M | Sell |
45,403
-5,536
| -11% | -$281K | 0.44% | 23 |
|
|
2024
Q2 | $2.57M | Buy |
50,939
+6,994
| +16% | +$353K | 0.54% | 19 |
|
|
2024
Q1 | $2.22M | Sell |
43,945
-5,191
| -11% | -$262K | 0.47% | 21 |
|
|
2023
Q4 | $2.47M | Buy |
49,136
+12,559
| +34% | +$632K | 0.59% | 19 |
|
|
2023
Q3 | $1.84M | Buy |
36,577
+6,460
| +21% | +$325K | 0.5% | 22 |
|
|
2023
Q2 | $1.51M | Sell |
30,117
-195
| -0.6% | -$9.77K | 0.4% | 24 |
|
|
2023
Q1 | $1.52M | Buy |
30,312
+3,198
| +12% | +$161K | 0.42% | 25 |
|
|
2022
Q4 | $1.36M | Buy |
+27,114
| New | +$1.36M | 0.41% | 26 |
|