Sheets Smith Wealth Management’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 | $2.28M | Buy |
|
|||||
|
2025
Q2 | $2.15M | Buy |
|
|||||
|
2025
Q1 | $2.12M | Sell |
|
|||||
|
2024
Q4 | $2.17M | Buy |
|
|||||
|
2024
Q3 | $2.12M | Sell |
|
|||||
|
2024
Q2 | $2.17M | Buy |
|
|||||
|
2024
Q1 | $2.01M | Buy |
|
|||||
|
2023
Q4 | $1.9M | Sell |
|
|||||
|
2023
Q3 | $1.97M | Buy |
|
|||||
|
2023
Q2 | $1.87M | Buy |
|
|||||
|
2023
Q1 | $1.85M | Sell |
|
|||||
|
2022
Q4 | $2.52M | Sell |
|
|||||
|
2022
Q3 | $3.97M | Sell |
|
|||||
|
2022
Q2 | $4.3M | Sell |
|
|||||
|
2022
Q1 | $4.43M | Sell |
|
|||||
|
2021
Q4 | $5.18M | Sell |
|
|||||
|
2021
Q3 | $5.75M | Buy |
|
|||||
|
2021
Q2 | $5.46M | Buy |
|
|||||
|
2021
Q1 | $5.2M | Buy |
|
|||||
|
2020
Q4 | $3.07M | Buy |
|
|||||
|
2020
Q3 | $1.44M | Buy |
|
|||||
|
2020
Q2 | $364K | Sell |
|
|||||
|
2020
Q1 | $364K | Buy |
|
|||||
|
2019
Q4 | $362K | Sell |
|
|||||
|
2019
Q3 | $428K | Sell |
|
|||||
|
2019
Q2 | $451K | Buy |
|
|||||
|
2019
Q1 | $425K | Sell |
|
|||||
|
2018
Q4 | $483K | Buy |
|