Smith Salley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $4.21M | Sell |
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2022
Q3 | $6.03M | Sell |
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|
2022
Q2 | $11.1M | Sell |
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|
2022
Q1 | $19.8M | Sell |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q3 | $17.2M | Buy |
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|
2021
Q2 | $15.7M | Buy |
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|
2021
Q1 | $14.5M | Buy |
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|
2020
Q4 | $13.8M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $341K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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