Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $436K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $436K | Hold |
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|
2024
Q1 | $437K | Hold |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $1.63M | Sell |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.25M | Sell |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $2.22M | Sell |
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|
2021
Q2 | $2.29M | Buy |
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|
2021
Q1 | $2.32K | Sell |
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|
2020
Q4 | $3.24M | Buy |
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|
2020
Q3 | $3.21M | Buy |
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|
2020
Q2 | $2.94M | Buy |
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|
2020
Q1 | $1.83M | Sell |
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|
2019
Q4 | $5.57M | Buy |
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