PSA
Plum Street 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 | $3.82M | Buy |
75,338
+4,621
| +7% | +$234K | 1.69% | 17 |
|
|
2025
Q1 | $3.59M | Buy |
70,717
+9,430
| +15% | +$478K | 1.73% | 14 |
|
|
2024
Q4 | $3.09M | Buy |
61,287
+10,640
| +21% | +$537K | 1.53% | 16 |
|
|
2024
Q3 | $2.57M | Buy |
50,647
+11,827
| +30% | +$600K | 1.3% | 18 |
|
|
2024
Q2 | $1.96M | Sell |
38,820
-11,827
| -23% | -$598K | 1.14% | 20 |
|
|
2024
Q1 | $2.57M | Buy |
+50,647
| New | +$2.57M | 1.3% | 18 |
|