Shira Ridge Wealth Management’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-16,269
| Closed | -$825K | – | 81 |
|
|
2024
Q3 | $825K | Sell |
16,269
-29,967
| -65% | -$1.52M | 0.42% | 38 |
|
|
2024
Q2 | $2.34M | Buy |
46,236
+38
| +0.1% | +$1.92K | 1.3% | 20 |
|
|
2024
Q1 | $2.34M | Sell |
46,198
-2,526
| -5% | -$128K | 1.34% | 21 |
|
|
2023
Q4 | $2.45M | Sell |
48,724
-7,954
| -14% | -$401K | 1.47% | 19 |
|
|
2023
Q3 | $2.86M | Sell |
56,678
-7,091
| -11% | -$357K | 1.88% | 14 |
|
|
2023
Q2 | $3.21M | Sell |
63,769
-5,030
| -7% | -$253K | 2.01% | 15 |
|
|
2023
Q1 | $3.46M | Sell |
68,799
-8,452
| -11% | -$425K | 2.28% | 14 |
|
|
2022
Q4 | $3.87M | Buy |
+77,251
| New | +$3.87M | 2.66% | 14 |
|