Steward Partners 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
Q2 | $4.01M | Buy |
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|
2025
Q1 | $3.96M | Sell |
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|
2024
Q4 | $3.98M | Buy |
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|
2024
Q3 | $3.29M | Sell |
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|
2024
Q2 | $3.4M | Buy |
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|
2024
Q1 | $3.29M | Buy |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $122K | Sell |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $465K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $697K | Buy |
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|
2022
Q1 | $573K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $960 | Sell |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $2.85M | Sell |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $535K | Buy |
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|
2019
Q2 | $357K | Hold |
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|
2019
Q1 | $356K | Buy |
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