RIA
Regal Investment 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 | $812K | Sell |
16,013
-206
| -1% | -$10.4K | 0.06% | 268 |
|
|
2025
Q1 | $822K | Sell |
16,219
-606
| -4% | -$30.7K | 0.07% | 242 |
|
|
2024
Q4 | $848K | Sell |
16,825
-228
| -1% | -$11.5K | 0.06% | 247 |
|
|
2024
Q3 | $865K | Sell |
17,053
-22,782
| -57% | -$1.16M | 0.06% | 268 |
|
|
2024
Q2 | $2.01M | Sell |
39,835
-25,895
| -39% | -$1.31M | 0.13% | 171 |
|
|
2024
Q1 | $3.32M | Sell |
65,730
-5,357
| -8% | -$271K | 0.23% | 125 |
|
|
2023
Q4 | $3.58M | Buy |
71,087
+1,321
| +2% | +$66.5K | 0.27% | 112 |
|
|
2023
Q3 | $3.51M | Sell |
69,766
-3,122
| -4% | -$157K | 0.3% | 92 |
|
|
2023
Q2 | $3.67M | Sell |
72,888
-1,105
| -1% | -$55.6K | 0.31% | 89 |
|
|
2023
Q1 | $3.72M | Buy |
73,993
+2,759
| +4% | +$139K | 0.33% | 84 |
|
|
2022
Q4 | $3.56M | Buy |
+71,234
| New | +$3.56M | 0.35% | 82 |
|