ProVise Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $535K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $914K | Sell |
|
|||||
|
2022
Q4 | $3.1M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $3.88M | Sell |
|
|||||
|
2022
Q1 | $4.08M | Sell |
|
|||||
|
2021
Q4 | $6.27M | Buy |
|
|||||
|
2021
Q3 | $4.99M | Buy |
|
|||||
|
2021
Q2 | $3.07M | Buy |
|
|||||
|
2021
Q1 | $2.06M | Buy |
|
|||||
|
2020
Q4 | $970K | Buy |
|