Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12
| Closed | -$606 | – | 896 |
|
|
2024
Q2 | $606 | Buy |
+12
| New | +$606 | ﹤0.01% | 739 |
|
|
2023
Q4 | – | Sell |
-1,680
| Closed | -$84.6K | – | 870 |
|
|
2023
Q3 | $84.6K | Buy |
+1,680
| New | +$84.6K | 0.01% | 245 |
|
|
2021
Q4 | – | Sell |
-55
| Closed | -$3K | – | 1053 |
|
|
2021
Q3 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 836 |
|