Roger Wittlin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Sell |
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|
2025
Q2 | $544K | Sell |
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2025
Q1 | $671K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $3.02M | Sell |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $123K | Sell |
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|
2022
Q2 | $5.09M | Buy |
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|
2022
Q1 | $5.09M | Sell |
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|
2021
Q4 | $6.12M | Buy |
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