StoneCrest 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.37M | Buy |
46,782
+7,272
| +18% | +$369K | 1.13% | 32 |
|
|
2025
Q1 | $2M | Sell |
39,510
-304
| -0.8% | -$15.4K | 1.27% | 29 |
|
|
2024
Q4 | $2.01M | Buy |
39,814
+4,857
| +14% | +$245K | 1.31% | 27 |
|
|
2024
Q3 | $1.77M | Buy |
34,957
+15,729
| +82% | +$798K | 1.29% | 23 |
|
|
2024
Q2 | $972K | Sell |
19,228
-884
| -4% | -$44.7K | 0.74% | 29 |
|
|
2024
Q1 | $1.02M | Buy |
20,112
+1,756
| +10% | +$88.8K | 0.88% | 30 |
|
|
2023
Q4 | $924K | Buy |
+18,356
| New | +$924K | 0.89% | 27 |
|